Deleting a custom client type

You can delete custom client types only if it has never been assigned to a client. Default client types cannot be deleted.

To delete a custom client type:

  1. Click the App Drawer button .
  2. In the App Drawer, click Setup.
  3. On the Setup menu, click Clients.
  4. On the Clients menu, click Client Types.
  5. In the list, click the Edit type button of the custom client type you want to delete. You may have to browse the list, or use the Search option to find the custom client type.
  6. On the Edit [client type] page, click DELETE.
Was this article helpful?
(14 out of 14 people found this article helpful)
Still need help? Contact us
Cancel