On the People page, while viewing the clients, click on the name of the client to be deleted. Press the arrow button in the upper right corner of the editor, then select “Delete Client.”
To delete a client and all related items:
- Navigate to the People page
- View the client list
- Find the client to be deleted
- If there are many clients, use the filter on this page to locate the exact client.
- Click on the client to be deleted
Once the client to be deleted is located, click on their name and select "Edit client Info."
While in the edit window, click on the arrow button next to the "X" in the top right corner.
Next, select "Delete client" from the dropdown list.
Lastly, a warning pop-up will appear to confirm the deletion of the client, related projects, and related documents. Click the “Delete” button to confirm.
However, if the client has an unpaid invoice, Projul will not allow deletion of the associated information and projects. The following message will appear on the screen:
Questions? Let's Chat.
support@projul.com
(844) 776-5853