You can delete only client data that was manually entered in the application, with the
exception of notes data. Data that was received from other systems is read-only.
About this task
Restriction:
You cannot delete the following client data from the system:
- Registered name
- Gender
- Birth and Death
- Social Network Contact (primary contact)
- Address and Identification information, only where a single record exists. If multiple records
exist, you can delete Address and Identification data.
Procedure
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Sign in to your account.
Your home page opens.
- To see your clients, from the Side Navigation Menu, select
, or search for other clients.
By changing the filters on My Clients page, you can change your client list
view. For example you can apply a filter to view only your High Priority clients. Click
Add Filter to add a filter and further refine your client list view by Name,
Date of Birth, Priority, Programs, or Phone Number. When you filter by Name, you can search by Last
Name, First Name to return a client record that exactly matches that name. If you do not know the
exact details to search for, you can complete a partial search by entering one or more characters in
the client's name. In this case, the search results might return multiple name records that contains
the partial string or character that you entered. Special characters are supported in name
searching, for example, you can search for the last name of O'Neill. Note that searching for ONeill
will return O'Neill name records but a search for O' Neill (with a space) will not return O'Neill
name records.
-
Click a client name.
Their Summary View opens.
-
Click Data.
The Data page opens.
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Expand the general category that contains the data type that you want to delete.
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Select the data type to see the list of records.
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Click Edit in the Actions menu of a record.
The Delete Client Data page opens.
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Confirm that you want to delete the data by clicking Delete.