How do I remove a partner (with no plans) from a joint client please?

[claire.phillips]

I would like to remove a partner (with no plans etc with us) and can't find any instructions.

I have looked at Sara's (who is a star) post Dealing with a deceased client - Iress Community and it does not explain how to do the separation. It gives me a link to another of Sara's articles Separating joint client records - Iress Community

Sadly, I appear to be going round in circles as this seems to jump from what we need to consider to "Following the separation" or am I missing something?

If I right click on the Names to use the Delete Wizard it only allows me to Delete the Client?

Thanks for any help.

Claire

[christelle.celerier · Accepted solution]

Hi,

you will need to go to the tab Main in the client/partner file then click the arrow at the top right hand side of the screen (just above Edit) and select Purge Partner Options.

Then you have a choice of 3 options.

I hope this helps.

[claire.phillips]

Perfect, thank you so much Christelle