| Deleting Forms in a Profile

  Deleting Forms in a Profile

Published:  08/07/2015

Any forms incorrectly added to a client profile or no longer applicable can be deleted.


  1. Select “Financial” from the client profile.
     User-added image
  2. Select “Delete Selected” from the Action List drop down.
  3. Tick the boxes next to the forms you want to delete.
  4. Click “submit.
User-added image
(Popularity = 0/100, Rating = 0.0/5)

Didn't find what you were looking for?

Watch a video

Check out our helpful video guides

Contact Support

Contact our support team
CQS logo

CQS Technology Holdings is one of South Africa’s leading software houses specialising in the design, development and deployment of software solutions for financial professionals. CQS provides a full range of professional services and “best of breed” solutions to nearly 4,000 customers spanning Audit, Risk Management and Corporate Performance Management.

Copyright © 2017 CQS Technology Holdings | All Rights Reserved