Platform: Delete a client from your firm's list

Related products: Platform & Integrations

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!

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.


@Brandy The extra clients have been 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


@Jillyb Yes, not at this moment, but something we’re aware of! If you reach out to support (at) digits (dot) com with the clients name, I’ll get it removed for you!


Yes, this is something that is needed for me as well.  


@Michael McClellan thanks for letting us know!

I noticed you haven’t hit the “upvote” button above which I encourage you to do as it helps us better track feature requests!