Remove/Hide Client
Click on ClientSmart
Click on Enable Client
Search for the Client and click on Show Results
Click on Delete This Customer
Click on the Dropdown Menu
Click on Initial Settings
Click on Step by Step setup
Click on Remove, Set Partner & Entity
Select the Client
Click on Save Changes
Click on Enable Client
Search for the Client and click on Show Results
Click on Delete This Customer
Click on the Dropdown Menu
Click on Initial Settings
Click on Step by Step setup
Click on Remove, Set Partner & Entity
Select the Client
Click on Save Changes
Updated on: 29/11/2023
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