Manage Clients

Use this function to edit details or delete a client.

Edit Client Details

1.

In the main window, select Admin > Discovery > Client. The Client window displays.

2.

In the main window, click the gear icon and select Discovery > Client. The Client window displays.

3.

Select a client record to edit. The Client Details window displays.

4.

Modify any of the following information:

5.

When all selections/entries are made, click Save.

Delete Client

Deleting is a permanent action and cannot be undone. Deleting may affect other functionality and information in the application such as data in configured reports, fields in windows, selectable options, etc. Therefore, be sure to understand the potential effects before making a deletion.

1.

Click the line that contains the item to delete.

2.

From the Select Actions drop-down list, choose Delete.

3.

If a confirmation message is displayed, Type Delete and then click Delete to confirm the deletion.

 

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