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

1. Open the 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

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

Please note, only users with Account Owner or Admin permissions can delete clients.

If you don’t see a delete option, you may not have permission. Contact your administrator for help.

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