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How to Remove a Client Manager on Client Card

  • Updated

To remove a Client Manager on the Client Card, Contacts-view, under the Client Managers section.

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Hover your mouse cursor over the Client Manager you want until the 'X'-icon (the Delete button) appears, and click on it.

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Click the OK button and you are done.

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Note:

1. Ensure that you are either a Case Manager, a Client Manager, or a User with 'Administrator'-rights set up to be able to make changes.