Deleting Clients

If you need to completely remove a client from IRIS Firm Management, this can be done from either the Delete option found on the Search results screen, or the Delete option found on the Recent screen.

In both places, highlight the row of the client that you wish to delete. Once highlighted, select Delete. A warning message will appear, asking to confirm the deletion of the selected client.

The Delete process will permanently remove this entry from the system. Use with caution.

If a client is unable to be deleted, the related reasons will be shown. Once any blocks have been removed, you will be able to process the deletion again.