Deleting Customers

To delete a customer:

1. Navigate to the Customer  pane.

2. In the Customer Details tab, click the More button.

3. Select the Delete option.

4. A message appears asking you to confirm the deletion. Click the Yes button.

5. To be able to delete the customer, you need to either complete the activities and cases for the customer, or you need to change the customer associated with the activities. Pick one of the two options in the Resolve Activities window. Click OK.

   • If you choose to complete the activities and close the case, a message is displayed informing that the case has been completed successfully and the customer is deleted from the system.

   • If you choose to change the customer associated with the activities and cases, you are taken to the Change Customer Wizard

     

6. Once you change the customer, you are asked to change the contact point for the activities. In the Change contact point for activity window, make this change and click the OK button. After the customer associated with the activity is changed successfully, the old customer is deleted from the system.

Related Topics

• About Customer Types

• Creating Customers

• Viewing Customer History

• Adding Customer Details

• Changing Customers