Overview:
The purpose of this article is to walk through how to delete a customer from your customer database.
Preconditions:
Preconditions are the necessary settings, permissions, and items created in your software to allow the feature to work.
-
Access to the Customers Module
- Employee Permission to delete a customer
Steps:
Follow the below steps to bulk edit customers:
1. Go to the Customers module.
2. Click in the check box to the left of every customer that needs to be deleted.
3. Once the boxes are checked, click "Delete" (found at the bottom right of the screen. Once a customer is selected, the delete button will turn red).
4. You will be prompted to confirm your desired deletes.
5. Click "Delete" to confirm.
FAQ:
Q: Can I bring back a deleted customer?
A: No, you cannot. So make sure you know exactly which customers you're deleting.
For further assistance, please contact our Support Team at support@foreup.com or 800-929-5737