Delete Clients from Custom Code Types

Use Custom Code Types in the Custom Codes submodule in the Settings module to delete clients from custom code types.

To use Custom Code Types in the Custom Codes submodule, you must have access to Settings as defined in User Access Rights under Settings.

To delete a client from a custom code type:

  1. On the main toolbar, click Settings .
  2. If you have more than one Company in your WorkBook system, use the drop-down list above the left pane of the Settings page to select the Company that contains the custom code type from which you want to delete a client.
  3. In the left pane of the Settings page, click Custom Codes > Custom Code Types.
  4. Highlight the custom code type from which you want to delete a client, and on the grid toolbar, click .
  5. In the right pane, click the Clients tab.
  6. Highlight the client that you want to delete and click Delete Selected .
    Note: There is no confirmation dialog box for this action. WorkBook deletes the client immediately.