In this article
Objective
Delete a client to ensure your organization’s customer base remains up-to-date.
Steps
From the navigation menu, click Clients
Navigate to the client that requires updating
NOTE: If you cannot locate the client that requires editing, this may be due to your permission levels within Coconut. Please review Manage Clients for more details.
Click the More Actions (…) icon
Click Delete
Click Yes to confirm
The client is removed from the system. If necessary, the client can be re-added by completing the steps to add a new client.