Deleting Referential Data

  1. Select Client Record
  2. Delete Referential Data (If required)
  3. Delete Additional Parties (If required)
  4. Delete Actions (If Required)
  5. Delete Service (If Required)
  6. 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.