Customers can only be deleted or restored on our web portal - please log in to the website here before proceeding.
Note: In Gas Engineer Software, deleted customers are moved to your account's archive. This means that their data is not completely lost and can be recovered.
Deleting a customer
Navigate to the "Customers" page
In the top navigation bar, click on "Customers":Locate the customer
Use the search box to find the customer you wish to delete:
Open and delete the customer
Once you open the customer's profile, click the "Delete" button on the right panel:
Confirm what you want to delete
After clicking "Delete", a pop-up will appear. Your customer may have job addresses, jobs, and appliances stored under their name.Here, you can select whether you would like to keep this customer-related data or delete it as well.
Select the items you wish to delete and then click "Yes":
Restoring a customer
Navigate to the "Customers" Section
In the top navigation bar, locate and click on "Customers".Navigate to the "Archived" section
On the customer page, find and click on the "Archived" tab.
Click on the customer you want to restore
You can use the search box to find the deleted customer if needed
Restore the customer
Once on the customer's page, you'll see a "Restore" button located on the right. Click it, and a popup will appear:
Choose what data you want to restore
Your customer may have had job addresses, jobs, and appliances stored under their name.Here, you can select whether you would like to restore this customer-related data as well.
Select the items you wish to restore and then click "Yes":
