How to delete a client record
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
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