It would be great if you could please add a button to remove a a client from your firm when they disengage just like you can to add a new client.
Clients come and go often so it is alot of extra work to have to email supprt to remove one.
Thanks!
It would be great if you could please add a button to remove a a client from your firm when they disengage just like you can to add a new client.
Clients come and go often so it is alot of extra work to have to email supprt to remove one.
Thanks!
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Yes, great idea@kolson ! We will improve this :)
Yes, I was just going to ask about this but did a search first for the answer. I added myself, as I’m not very tech savvy but can poke around to figure stuff out, 3 times so I need to delete two of them.
Thanks for the feedback@Brandy and appreciate you sharing your experience. I’ll work on getting the extra clients removed.
Hello@Michael I have a client I need to remove - I see from this that there is no way for us to do it - at this time? Jill
Yes, this is something that is needed for me as well.
I noticed you haven’t hit the “upvote” button above which I encourage you to do as it helps us better track feature requests!