Remove/Hide Client

1. Click on ClientSmart

2. Click on Enable Client

3. Search for the Client and click on Show Results

4. Click on Delete This Customer

5. Click on the Dropdown Menu

6. Click on Initial Settings

7. Click on Step by Step setup

8. Click on Remove, Set Partner & Entity

9. Select the Client

10. Click on Save Changes

Updated on: 29/11/2023