Deleting clients

Menu 1.7, Menu 9.12, Menu 9.17 , Menu 10.6.60

You may only delete a client that does not have a receivables balance and has had no assignments.

If you would like to make a client unavailable for new accounts, but you cannot delete it, change the client status to INA (inactive).

You may only delete a client that does not have a receivables balance and has had no assignments.

To delete a client:

1. From the Master menu, navigate to Data Entry > Client Update (menu 1.7).

   You can also access this routine from Management Strategy > Client > Client Update (menu 10.6.60).

   

2. At the Enter Client # (?, /) prompt, type a client number, and press Enter.

   For a list of the commands available in this field, see Using client # prompt options.

3. In the Cli Name field, type /DEL, and press Enter.

   In the Cli Name field, if you forget to type / before DEL, a warning message displays asking you to confirm that you want to change the client's name.

   For a list of the commands available in this field, see Using client name field options.

4. At the OK to Delete? (Y, N) prompt, type Y, and press Enter.