Remove Associated Client Connections | Better Impact Help Center

Remove Associated Client Connections

1. Click the person icon at the top of the screen and type the person’s name into the Quick Search bar

2. Click on the person’s name from the list that appears

3. Click on the “Connections” tab

4. Click on the “Associated Clients” sub-tab

5. Check the box beside each person you would like to remove the association for (or check the “Select All” box at the bottom)

   • To remove one client, mouse over the Options icon to the left of their name and select “Remove Association”

6. Click on the dropdown list at the bottom and select “Remove Association”

7. Check the box confirming that this action cannot be undone

8. Click [Remove Association]

Click the person icon at the top of the screen and type the person’s name into the Quick Search bar

Click on the person’s name from the list that appears

Click on the “Connections” tab

Click on the “Associated Clients” sub-tab

Check the box beside each person you would like to remove the association for (or check the “Select All” box at the bottom)

To remove one client, mouse over the Options icon to the left of their name and select “Remove Association”

Click on the dropdown list at the bottom and select “Remove Association”

Check the box confirming that this action cannot be undone

Click [Remove Association]