How to delete things (Clients, Services, Products, etc)

In Client Diary you deactivate things you want to delete.  Here’s an example as to why:

Imagine you delete a client from your database who has been coming to see you for years.   Then you want to view a report of the last few years income.  The software will show you the income, but it won’t know who payed for the services as they’ve been deleted.

By de-activating a client, the client disappears from view so they aren’t seen anymore, but you can still view historical information about the business that’s accurate.

Common examples:

In all examples below, you simply choose the item you want to “delete” and untick the ACTIVE tick box.  Then save.

Services

 

Products