2018 DMS Connect Agent Portal Getting Started.doc

Deleting a Client

In the Address Book, click on the name of the client you would like to delete. Click the ‘MODIFY’ button. This will open up their record. Scroll to the ‘Delete’ field and change the value to ‘YES’, click ‘MODIFY’ to save change.

This client will now show on your list with the word ‘Yes’ under the Delete column on their record. This means that client is flagged for deletion. The system purges delete records every 24 hours, Mon - Fri.

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