University of California
DANRIS-X Help
Deleting Previously Recorded Clientele Group
If you previously specified Clientele Groups for your plan, you will see these displayed with your Projected Contacts in the Clientele section of each Project/Program page.
To delete a Clientele Group:
- On the View Project screen, under the Clientele Group header, click the orange Delete button (located under Action) in the same row as the particular Project/Program link.
- A pop-up will appear, asking you to confirm the deletion, click OK.
To add another Clientele Group affiliation, follow the procedure in General Instructions for Specifying Clientele Group(s).