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Client card can be deleted by an Admin per account → sub-account via:

  • Client card list page → Client card details → Three-dot menu → Delete card option

  • Archived page → Client card details → Three-dot menu → Delete card option

Please keep in mind that deleting a client card will also delete all information along with associated files and photos, comments, activity logs, and risk scores.

This action can not be undone!

Client card details → Three-dot menu

1 - Delete card option in the client card details' three-dot menu is to delete a selected client card per account → sub-account.

2 - By clicking Delete card option, following confirmation modal appears:

Delete this card?

All information along with associated files and photos, comments, activity logs, and risk scores will be deleted.

This action can not be undone!

To delete the <client’s full name> card, enter the word "DELETE" in the field below:

| Enter “DELETE” |

CANCEL | DELETE

 Click to learn more

With “DELETE” inputted correctly in the field above:

  • DELETE button becomes active and on click:

    • the modal will be closed

    • the selected client card will be deleted

    • the user will be redirected to (archived) client cards list

By clicking CANCEL button, the modal will be closed and selected client card not deleted.

Further read:

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