Deleting a client interaction : Helpdesk

Deleting a client interaction Print

Modified on: Wed, 18 Apr, 2018 at 4:29 PM

To delete a client interaction you must have the Client manager role.

(1) Open the sub-page on the client profile showing a list of all interactions

(2) Click the three dots on the top of the workflow box for the client interaction you wish to delete

(3) Click 'delete workflow'

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