Delete a client, contact or prospect

After reading this topic you'll know:

  • How to delete a client, contact or prospect.

  • The difference between a client, a contact, and a prospect.

  • Some additional information regarding subscriptions and deleting clients.

In Client Management:

  • Clients are defined as individuals or organisations that you do work for. You can add subscriptions like Sage Accounting to a client. Select the Clients tab to view the client list.

  • Contacts are quick references that include basic details like phone numbers and addresses. You cannot add subscriptions to a contact. Select the Contacts tab to view the contact list.

  • Prospects are prospective clients that you are looking to do work for. You cannot add subscriptions to a prospect. Select the Prospects tab to view the prospect list.

Delete a client

Deleting a client removes it from your client folder as well as permanently deleting their associated data.

If the client has any active subscriptions, or you have a connected subscription, that must be cancelled before you can delete the client.

  1. Select the client you want to delete in your client list.

  2. From the Client actions menu, select Delete client.

  3. Select the checkbox to confirm the deletion.

    Note: If this is the last client in the folder, Client Management will also delete the client folder and any contacts from that folder.

  4. Select Delete.

GDPR deletion

The General Data Protection Regulation (GDPR) is a data privacy and security law. It came into effect on 25 May 2018 and failure to comply can result in substantial financial penalties.

Under GDPR, you can request for us to permanently delete all of a client’s related data at any time by contacting us at [email protected].

Delete a contact

Deleting a contact permanently deletes their associated data.

If the contact has a relationship with a client, that relationship link will be removed.

  1. Select the contact you want to delete in your contact list.

  2. Select Delete contact.

  3. Select the checkbox to confirm the deletion.

  4. Select Delete.

Delete a prospect

Deleting a prospect permanently deletes their associated data.

If the prospect has a relationship with a client, that relationship link will be removed.

  1. Select the prospect you want to delete in your prospect list.

  2. Select Delete prospect.

  3. Select the checkbox to confirm the deletion.

  4. Select Delete.