Delete Client
Learn how to delete clients from WhatsDiscuss, including important notes about message deletion upon client removal. Follow the steps to manage your client list effectively.
Open Clients Screen:
To delete a client, follow these steps to access the Clients screen:
- Click on the Record Navigation Card featuring clients on your dashboard.
- Alternatively, navigate through the drawer menu by selecting Communication and then Clients.
Click on Settings Icon:
- Find the client you would like to delete.
- Click on the settings icon on the right side or hold the client.
Click on Delete:
- In the card that opens from the bottom, click on the tile labeled Delete.
Confirm Deletion:
- Confirm that you wish to delete the client. Please note that deleting the client will also delete all messages sent or received from them.