To delete an account from the system you will need to go to Accounts from the admin menu and do the following:
- Locate the account you wish to delete. You can use the Search option under Filters to find it easier. Just type in the account name and click on Update Filter.
- Once you have located the Account, click on the Edit button located to the right of the account.
- Now that you are inside the account scroll down to the bottom and click on the Delete button.
Keep in mind that this action cannot be undone. Once the Account has been deleted all of the information within the account is also deleted. This includes the following:
- All Transactions associated to the account
- Any people within the account
- All yahrzeit information
- Any CRM notes associated to the account