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Deleting a customer
Who is this article for?Users responsible for managing customer accounts.
The Customer Deletepermission is needed.
When a customer record is no longer needed you can delete it from the system.
It is important to remember that if the customer is referenced (for example, in a CA/PA record or on an Audit record) then it cannot be deleted and will be archived instead.
This article outlines how to delete a customer record.
- Access the Customers module.
- Click Customers.
- Locate the specific customer you wish to delete and tick the box.
- Click on the delete icon.
- Read the warning message displayed.
- Confirm deletion of the customer by clicking OK.
1. Deleting a customer
- Open the Customer module.
- Search for your customer record.
- Right click on the record.
- Click Delete.
- Click OK to confirm.