Steps to Remove Client Companies in Qualer

  1. Hover over SERVICE in the top navigation bar and click "MANAGE CLIENTS".
  2. You can just select the client you want to remove.
  3. Click 'Remove Clients...' in the TOOLBOX section.

Options for Removing Client Companies

  1. Hide the Client:

    • Click the "Mark As Hidden" button.
    • This will remove the client from the main search but allow them to submit work orders in the future.
    • To view hidden clients, select the "Hidden" option on the right side of the screen.

  2. Remove Permanently:

    • Click the "Remove Permanently" button.
    • This action will delete the client from the database, and they will no longer be able to submit work orders.



To Un-hide a Client

  1. Hover over SERVICE and click "Manage Clients".
  2. Select "Hidden" to find your hidden client.
  3. Click the client name, go to the Account tab, and change the status from Hidden to Approved.