How do I delete a client?

How do I delete a client?

If you want to delete a client, you need to click on the bin icon on the right side of the screen:

A pop up will appear asking to confirm:

Once you click "Delete," the client will be removed from the app.

If you try to exclude a client that is associated with projects, you will receive an error message because you can not delete clients with projects:

    • Related Articles

    • How do I add a new client?

      To add clients, you need to go to the Clients tab and click the "Add Client" button: The first screen asks you to provide basic information about the client. All information, but "About the company," is required. Then, click “Continue: You need to ...
    • Client Satisfaction

      The Client Satisfaction Report has three sections. Just like other reports, here also you can select a period on the top bar: The first section shows the total NPS based on the displayed number of projects and the promoter score evalution, where you ...
    • How do I change a client's information?

      You can edit the information about your clients by clicking on the icon on the right side of the client’s name: You can edit all the information in the two tabs available - Client Details and Demographic. Remember, the same information required to ...
    • How do I view the projects for a specific client?

      To view all projects associated with a client, you have two options:       1) Go to the Client's tab and click the name of the desired Client:       2) Click on the "View Projects button on the right side of the client: Either option will redirect ...
    • How to delete a project?

      You can delete a project if the survey was not sent yet. To do so, you should click on the bin icon on the far right of the project: A popup message will be displayed asking you to confirm. If you click "Delete", the project will be removed from the ...