How to delete a client record new
Keep your client records accurate, organised, and up to date in Engager
Although we don't really recommend deleting data from the Engager platform, there are times when you've made a genuine mistake and just want to get rid of what you've done.
Additionally, this could be a prime opportunity to check your PERMISSIONS for your staff in their settings - it could be that they can access this option, so make sure you're happy with their level of permissions in Engager - https://engager.zohodesk.eu/portal/en/kb/articles/creating-and-managing-users-departments-and-their-permissions-in-client-engager
Additionally, this could be a prime opportunity to check your PERMISSIONS for your staff in their settings - it could be that they can access this option, so make sure you're happy with their level of permissions in Engager - https://engager.zohodesk.eu/portal/en/kb/articles/creating-and-managing-users-departments-and-their-permissions-in-client-engager
So, head to Clients, select the client in question and then you're looking for Step 9 / Summary
You'll see DELETE client at the bottom of the page.
You'll then be prompted to re-enter your password to approve
Click on Yes and this client record is removed completely