Deleting or Undeleting a Client Type
Delete an item if it is no longer needed in any capacity, and it is
not likely to be needed in the future. Most deleted items can be undeleted.
When you delete a Client Type:
- Client profiles already assigned to this Client Type remain unchanged.
- It is no longer selectable from any forms or menus.
- It does not appear in search results unless Deleted is selected from the Advanced menu.
- It may still appear in reports depending on the report setup criteria.
To delete a Client Type
- Locate the Client Type and select it.
- Select Delete. A confirmation message appears.
- Select Yes to delete the Client Type.
To undelete a Client Type
Tip: Remember to select Deleted from the Advanced Search menu to search for deleted items. Also remember that only the owner (as determined by the Owned By field) of the item can delete or undelete it.
- Locate the Client Type and select it.
- Select Undelete. The status switch reappears in place of the word Deleted. By default, the switch is set to Inactive.
- To reactivate, follow the instructions in To reactivate a Client Type.