Delete a Client

To delete a client:

1. Select Tables > Clients.

2. Select the existing Client using any of the following methods: 

   • Double-click the icon or description for the Client that must be deleted.
   • Use the arrow keys on the keyboard to move through the list and highlight the Client that must be deleted.

3. Delete the selected Client by using any of the following options:

   • Click the Delete icon.
   • Select Form > Delete from the toolbar.
   • Use the keystroke shortcut Alt + F, D.
4. If the Client has outstanding transactions in Juris, the software will not allow the Client to be deleted, and instead will show a message stating that the Client may not be deleted.  Otherwise, the system will prompt "Are you sure you want to delete this Client?"  Click Yes or press the Enter key to proceed with deletion.  Click No, or tab to the No button and press Enter to cancel.