How do I delete an existing client portal in CCH® ProSystem fx® Integrated Portal?
- On the navigation panel, select Configuration.
- Under Client Manager, select Client.
- Open an existing client
- Select Portal from the navigation panel
- Select Delete Portal under the Portal management heading
- Select Yes when asked if you are sure you want to delete the portal.
- To exit, select Save & Close in the lower right hand corner
Solution Id | 000173696/sw23926 |
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