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Deleting a Client

A client can only be deleted if no documents whatsoever are issued towards that client.  If you can't remove all documents from a client, but you still want to remove him/her, you can mark the client as Inactive.

Mark as Inactive

Actions -> Edit on that specific client.  Untick Active.  Save Changes.

Inactive clients won't show up anywhere on your system, but you can mark them as active again in future.

Updated: Sun, 25 February 2018