How to delete client files in ProSeries

When trying to delete client files, the Delete option may be grayed out or unavailable.

Before trying to delete a client file, check the following:

• You aren't in the EF Center (ProSeries Professional) or EF Clients tab (ProSeries Basic).
• Be sure that you're in the Homebase Details view.
  • Click on the HomeBase dropdown menu. Make sure that the checkmark is next to Details. If not, click on Details.
• You have access to delete client files.
• In some instances, switching between List and Detail views will solve the issue for ProSeries Basic.
• If the screen resolution isn't set at the default 100% for ProSeries Basic, the delete option may be grayed out.

To delete a client file:

1. From the Homebase view, select the client or clients you want to delete.
2. Use the Ctrl or Shift key to select multiple clients.
3. Right-click on the client(s) and select Delete.
   • Alternatively, from the File menu, select Client File Maintenance and choose Delete.