Engagements can be easily deleted or archived. If you accidentally delete an important engagement, you can restore it just as easily.
Deleting or Archiving Engagements
You can only delete already existing engagements. For help, refer to the Creating a Tax Resolution Engagement article. To delete an engagement, you will need to access your client’s record and click on the Engagements section.
- Hover over the engagement you wish to delete or archive.
- Click on the Delete Icon shaped like a trash can to delete the engagement.
- Click on the Archive Icon to archive the engagement.
Restoring Deleted or Archived Engagements
All deleted or archived engagements can be restored. For help with deleting or archiving an engagement, see the section above.
- In the Engagements section, click Deleted.
- To view archived engagements, click Archived.
For More Information
Refer to the Deleting & Restoring Engagements video.