You can delete clients from your SmartVault account using the Connected Desktop.
You can recover a deleted client from the recycle bin for up to 90 days.
To delete a client:
- Open the Connected Desktop.
- Go to Clients and locate the client you want to delete. If you have an extensive client list, you can find the client using the filter and search functions.
- Right-click to select the client you want to delete and choose Delete client in the shortcut menu.
- Click Ok. to confirm.