Remove Client from Activity

  1. Go to Configuration, then click on “Manage Activities” found in the sidebar under Activities 
  1. Mouse over the Options icon to the left of an Activity 
  1. Select “Edit” 
  1. Click on the “Client” tab in the Activity 
  1. Click the [Remove Association] button to the right of the client’s name 
    • If there are hours logged against the Activity, the hours and any feedback will not be deleted, but it will no longer be associated with the client (that is associated with the Activity) 
  1. Click the [Remove Association] button to confirm 
Updated on February 17, 2021

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