Delete Non-Client Notes

Individual non-client notes can be deleted in the same way as client notes, by unlocking them and then clicking the Delete icon on the menu bar.

It is also possible to purge non-client notes from Titanium.  Before purging inactive records, it is strongly recommended that you have your IT group make a backup of your Titanium database.  This backup can be restored if you delete records in error.  To electronically delete or "shred" non-client notes:

1.  From the calendar screen, click Settings > System Settings.

2.  Click the Security Tab > Permanently delete records with no recent activity button.

3.  Choose Non-Clients.

4.  On the pop-up window, click the pull down arrow to choose a date.  (Note:  Titanium will not delete records less than 5 years old.  You should only delete records in accordance with your institution's policies and the laws of your state/country.)

5.  Click the Find button.

5.  Select the records  to delete by clicking in the check boxes in the Selected column, or clicking the Select All button.

6.  Click Delete Selected button.

7.  Click Yes to confirm.

8.  Close the pop-up window.

9.  Click OK.