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CCH Software User Documentation

Delete a Partner

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Delete a Partner

  1. On the main menu, click Maintenance > Internal > Partner.
  2. In the Partners window, select the tow of the partner you want to delete.

    Note: You cannot delete partners who are being used by the system. If you try to delete a partner who is associated with clients, suppliers or employees, an error message is displayed.

  3. Press the [Delete] key and then click Yes when prompted to confirm the delete action.
  4. The partner is deleted.
  5. Click OK to save the changes and close the Partners window.


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