On the People page while viewing the clients, click on the name of the client you wish to delete, and press the arrow button in the upper right corner in the editor, and then select "Delete Client."
To delete a client and all related items:
- Navigate to the People page
- View the client list
- Find the client you wish to delete
- If you have many clients, you can use the filter on this page to find the exact client you are looking for
- Click on the client you wish to delete
Once you have found the client you wish to delete, click on their name and select "Edit client Info".
Once editing the client, press the arrow button that is found next to the "X" in the upper right hand corner.
Next, select "Delete client" from the dropdown list.
Lastly, the warning pop-up will show and allow you to confirm the deletion of the client, related projects, and related documents. Press the red "Delete" button to confirm.
However, if that client has an invoice that has not yet been paid, Projul will not allow you to delete the information and projects associated with that client. The following message will appear on your screen:
Questions? Let's Chat.
support@projul.com
(844) 776-5853