Delete a customer folder

Delete a customer folder

In case of error or duplication you have the possibility to delete a folder, if this right is enabled for yourProfile User Profile.

Attention. - Before deleting a folder verify that it does not contain any invoices, and that the activities it contains are reallocated if necessary to another file. In general rule we recommend toarchive a folderrather than delete it.

To delete a folder:
  1. Go to the page of the folder to delete

  2. Click on the blue button at the top right to view the available options

  3. Select "Delete"

  4. In the window that appears confirm the deletion


Note: Delete a client folder does not delete by the associated Jarvis Drive directory. You will need to delete it manually.

    • Related Articles

    • Defer a Customer as active or inactive

      In order to have a clear view of the parties involved on your files, it is possible to design your clients as active or inactive on a file. in theâ€" step "2 - Parts" of the form for creating/amendment of a filein themodal "Edit the parts",aActive / ...
    • Rename a folder

      Attention: Some characters cannot be used in folder names. These are the characteristics ~ "#% & *: < >?? / \ { | } It is also worth avoiding starting the name of a folder with a space, or ending it with a space or point. At any time, you can rename ...
    • Edit an existing folder

      At any time, you can change the information on athe end of the affair summary. You can change the information of a folder through 2 methods. Method 1: block per block This method allows you to change only in a few clicks the information to be ...
    • Add as an Speaker in a folder

      "Stakeholders" of a file identifies users with the right tofrom activitiesin the file (time, fresh...),events in the agenda(appointment, hearings...) orof tasks. Users including theProfile User Profilegives them the right to create or amend files may ...
    • Create/modify the parts of a File

      You can create/edit the Parts of a File: Thecreation of the Dossierin Step 2 When youedit a Folder When you are on the Parties' edition page: If not already add thefirst Client of the File Indicate thetype of contactby clicking on the appropriate ...