Delete a Client Task on the Client Profile

Use the following steps to delete a client task from a client profile.

1.      Open the Client Profile record (click CRM in the menu, click Clients, then search for the client profile you want).

2.     Click Client Tasks.

3.     The Client Tasks table displays.  Under Actions, click the Rubbin bin icon on the Task you want to remove

4.     The following prompt displays for you to confirm the deletion.  Click Confirm to delete the entry

5.      The Task is deleted

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