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
Before proceeding, consider closing the client instead. Closing keeps the data while removing the client from active views.
You should also export any data you need for your records and confirm with your team that no one still needs access.
Deleting a Client
There are two ways to delete a client: from the dashboard or from the client’s record.
- Open the client record you want to delete
- Open the Manage Client dropdown menu
- Select Delete and review the confirmation warning
- Confirm the deletion
To delete clients from the dashboard, select the clients you want to delete. You can select individual clients or select all clients using the checkbox in the top row.
Then click Actions and select Delete.
Remember, deleting a client is a permanent action and cannot be undone.
If you are unsure about deleting a client, consider closing it instead.
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 the Delete option, you may not have the required permissions. Contact an Admin or Owner in your organization for help.
Notehouse support cannot delete clients on your behalf, except in cases involving technical issues or system errors. We may also require explicit permission from your Account Owner.
For questions, contact us at support@getnotehouse.com.