Delete a client

In Client Management:

Clients are the people or organizations that you do work for.
- You can add subscriptions like Sage Accounting to a client.
- Select the Clients tab to view the client list.
Prospects are prospective clients that you want to do work for in the future.
- You can’t add subscriptions to a prospect.
- You can turn a Prospect into a Client if you start doing work for them.
- Select the Prospects tab to view the prospect list.
Contacts are quick references that include basic details like phone numbers and addresses.
- You can’t add subscriptions to a contact.
- You can turn a Contact into a Prospect or Client if needed.
- Select the Contacts tab to view the contact list.

Delete a client

Deleting a client removes it from your client folder and permanently deletes their associated data.

TIP: Cancel any active or connected subscriptions with the client before you can delete them.

Select the client you want to delete in your client list.
From the Client actions menu, select Delete client.
Select the checkbox to confirm the deletion.
- NOTE: Client Management will also delete the client folder and all contacts inside it if this is the last client in the folder.
Select Delete.

GDPR deletion

The General Data Protection Regulation (GDPR) is a data privacy and security law. It came into effect on 25 May 2018 and failure to comply can result in substantial financial penalties. If your organization processes the personal data of people in Europe or the United Kingdom, you must be GDPR-compliant.