Deleting a custom client type

You can delete custom client types only if it has never been assigned to a client. Default client types cannot be deleted.

To delete a custom client type:

  1. Click the App Drawer button .
  2. In the App Drawer, click Setup.
  3. On the Setup menu, click Clients.
  4. On the Clients menu, click Client Types.
  5. In the list, click the Edit type button of the custom client type you want to delete. You may have to browse the list, use the Search option, or filter the list to find the client type.
  6. On the Edit [client type] page, click DELETE.
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