Deleting A Customer

  • Click on the "Customers" tab.
  • Find and select the customer below in the table, using the search box if necessary.
  • Click the "Delete" button in the bottom left of the green box.

You will then be asked if you want to archive jobs, job addresses and/or appliances.
Tick the adjacent boxes to archive everything.

Clicking "Yes", will archive the customer as well as the data linked to that customer, if ticked.

Restoring A Customer

  • Click on the "Customers" tab.
  • Click on the "Archive" button.
  • Find and select the archived customer.
  • Click on the "Restore" button (it is in the same position as the "Delete" button was).
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