Careview - Client Funding - Service/Stated Support

Delete a Service/Stated Support

Use the following steps to delete a Service/Stated Support record.


Warning
If services have been delivered for a Service/Stated Support you will be unable to delete the Service/Stated Support and the following Alert will display.

Alert! The Service Support you are trying to delete has one or more related Delivered Services records. For this reason, the Service Support cannot be deleted


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

2.       In the Client Funding table, click Open the Service Contract.



3.       In the Service Support table, click Del on the Service/Stated Support record you wish to remove.



4.      The following prompt displays. Click Confirm to delete the Service/Stated Support record.



5.      The Service/Stated Support record is deleted from the Service Support table.






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