Deleting customers
Customers can either be Archived (able to be restored later) or permanently Deleted.
ARCHIVING A CUSTOMER
To archive a customer:
- Click Customers
- Select the customer from the list
- Click the Archive button
To restore an archived customer profile, please:
- Click Customers
- Expand the MANAGE filter option and Filter the list by Archived customers
- Select the customer
- Click the Restore button
TO DELETE A CUSTOMER
Deleting a customer is a permanent action and cannot be undone.
To delete a customer, please:
- Open the customer profile
- Click the three dots (...) in the top right corner
- Click Delete customer record
