- Select Client Record
- Delete Referential Data (If required)
- Delete Additional Parties (If required)
- Delete Actions (If Required)
- Delete Service (If Required)
- Delete Client Record
Delete Referential Client Service Record(s)
Referential Service records refers to Additional Parties, Actions, Documentation and any other attached Service Records attached to a Service.
Step 1
Select CLASS from the primary menu, as indicated in the image below.
Step 2
Select Search Clients
Enter the details to be searched. More information about customising and filtering your search is available at Searching & Exporting.
Below is an example of searching for Jane SMITH.
Step 3
Click on the Client ID to open the Clients record
Step 4
Once the Client Record is open click on Client Services Tab to locate Services.