| Editing and Deleting Clients |
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| Last Updated on Wednesday, 18 January 2012 10:34 |
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Edit a client's profileAny user with permissions to edit a client's profile can do it at any time. You have two ways of making changes in a profile:
1) From the list of clients 2) Directly from the client's profile
To edit a client's profile, click on Edit > make the changes > click on Save Client.
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Delete a client's profileYou can delete a client's profile as long as they have no active accounts. When a client is deleted all their history of accounts, transactions, repayments and personal details will also be deleted permanently from the system. To delete a client, open the profile > click on More Actions > confirm the action.
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Related Items |
Groups can also be deleted as long as they don't have active accounts.