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How tos
Deleting a client
Sometimes you need to delete a client, either because the client is a duplicate or due to privacy requirements they need to be removed from the system. Deleting is an additional permission that you will need to discuss with your Recordbase superuser regarding access.
CAUTION: Before you delete please ensure that any referrals are closed off (to ensure reporting is correct). If the client is a duplicate, please ensure that all relevant information e.g. activities and referrals have been transferred over to the correct file.
To delete a client, locate the client and open their dashboard;
Navigate to personal details.
Underneath the profile picture click Delete.
You will be presented with a confirmation screen. If there are any issues preventing you from deleting this will be noted on this screen. Ensure this is the correct client and if so, click Delete this person record.