Accounts can't be completely deleted. Instead, they can be archived, which allows your firm to retain all past communications and records.
Archive a Single Account:
Select the Accounts page in the vertical (Left-Hand) Menu.
Use the search bar at the top of the list to search for a specific Account.
Select the Account.
Navigate to the Details Tab, and select the ellipses (three dots) in the upper right-hand corner.
Select Archive Account.
The Account can be found under the Archived tab on the Accounts page.
Archiving Accounts in Bulk:
Navigate to the Accounts page in the Left-Hand Menu.
Check the checkbox next to each Account you want to archive.
Select the blue Archive button in the upper-right corner.
Select Yes to confirm.
To Reactivate an Account
Click on the Accounts page on the left-hand navigation.
Click on the Archived tab.
Search for the account.
Click on the Account, and navigate to the Details tab.
Click the ellipsis (three dots) in the right corner.
Click Reactivate Account.
After reactivating the account, you will need to associate the related Contacts.