How to Delete a Client

Deleting a client permanently removes their record and all associated data from Notehouse. Unlike closing a client—which simply marks it inactive—deletion is irreversible.

Before proceeding, make sure you’ve exported any data you need and confirmed that the record is no longer required.

Warning: Deleting a client is permanent and cannot be undone.

Table of Contents

• Before You Delete
• Deleting a Client
• What Gets Deleted
• Permissions Required

Before You Delete

Before proceeding, consider closing the client (to keep the data while removing it from active views), exporting the data if you need a copy for your records, and confirming with your team that no one still needs access.

Deleting a Client

There are two ways to delete a client, either directly from the dashboard or within a client's case note itself.

1. To delete a client from their direct case note, open the desired client’s record
2. Scroll down to Manage Client and click to open the drop down menu.
3. Select Delete and review the confirmation warning
4. Confirm the deletion

To delete clients from the dashboard, you can either mass-select all clients or select individual ones like in the examples below, then click delete.

What Gets Deleted?

Deleting a client permanently removes the client record and all associated data, including notes, attachments, important dates, tag associations, and activity history.

Other clients, organization settings, team accounts, and the tags themselves are not affected.

Permissions Required

If you don’t see a delete option, you may not have the right permissions. Contact your administrator for help if so.

For any questions, please reach out to support@getnotehouse.com.