How to Remove a Client that has Events against them

If you wish to delete a client from the system that has events listed against them, please follow the steps below.

You may wish to delete these companies as you no longer file for them or to free up space on your license.

1. First, on the home screen go to Tools-> Utilities-> Delete a Company.
2. On the delete company screen, click on “Select Company” in blue.
3. From the Company Browse screen, double click on the company you wish to remove. Note do not click delete on the Company Browse screen but rather double click on the company to return to the Delete Company Screen.
4. Once back on the Delete Company screen, click the delete button to remove the client.
5. The company will be retained as a Green company for cross directorship purposes but will no longer show on your Company Browse screen and will not count towards your license limit.