Edit or Remove a Client

Once clients have been added to the Client List, anyone with the Super Administrator role can edit or remove a client.

Edit a Client

All client information, with the exception of the client ID can be changed. To edit client information:

1. On the Dashboard, click the Case Management module.

   

2. In the left navigation panel, click the Clients tab.

   

3. To edit a client:
   • Double-click on the client in the Clients table or
   • Select a client in the Clients table, and click the Edit Client button, or
   • Right-click on a client in the Clients table and select Edit from the right-click context menu.

4. On the Edit Client dialog, edit the client information.

   

5. When finished, click Save & Close.

Remove a Client

NOTE: Clients can only be removed if no cases are associated with them. Client-case associations cannot be changed once a case is created. Therefore, the only way to remove a client is to remove any associated cases as explained in Remove a Case.

To delete one or more clients from the Client List:

1. On the Dashboard, click the Case Management module.

2. In the left navigation panel, click the Clients tab.

3. In the Clients table, select the case and click the Remove Client button.

   

4. A message displays. Review the message and make sure the correct client is being removed.

5. Click Yes to remove the client.