Delete clients

Delete clients

To effectively manage and maintain your client list, it is essential to have a clear process for removing clients who no longer need to be in the system. By following this workflow, you can ensure that all records are updated and the client is permanently removed, maintaining the accuracy and efficiency of your client management system.

Important Note

Please remember that it is crucial to first delete the client in your PSA (such as Halo, Syncro, Autotask, etc.) and then force a synchronization in Invarosoft before attempting to delete a client. This process ensures that the system recognizes the client as orphaned and allows you to delete them. The client can be deleted when a triangle appears next to their name.

Step-by-step instructions

Step 1

Navigate to Clients >> Clients

Step 2

Use the search box to find the specific client.

Step 3

Alternatively, you can sort the list by Name.

Step 4

Click on the Edit button next to the client's name.

Step 5

Click on the Delete button to remove the client.