While you will normally mark unwanted clients as Hidden or Duplicates or No Contact, it is possible to remove clients entirely by deleting them. Only Group Managers or Administrators have the ability to delete clients.
- Click the Action button and choose Clean Clients. Click the Case tab. Choose the field you wish to update from the Update pop up list.
- Choose the desired Make All Text value.
- Click Preview to view only the fields that will be changed. Fields that are unchanged remain blank. Fields that are changed to become blank are shown as «Blank» and all text will be removed. Ensure the clients and new values are correct as the update cannot be undone.
- Click Update. Every Marked Client will now have that field changed to the new value.
Options
You may want to perform a Backup before updating.
Click Options-Clear All Marked Clients before selecting a new set of Marked Clients to ensure no Clients are accidentally updated. Use the shift, command and control keys if necessary to highlight the Clients and click the Marked button to Mark as many Clients as desired.
Administrators can delete clients directly from the Action menu.