How to view and manage Deleted Clients

*This is an Admin-only feature. If you are not your firms Admin, you will need to request your firm's Admin undertake this*


To view all clients you have deleted from our system, navigate to Admin Portal> All Clients> Deleted Clients. You'll see the full list here, and since Admin approval is required whenever a client is deleted, if you click "View Comments" (in blue on the right), you'll see the comment given by the Admin as to why the deletion was confirmed. 

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