Documentation

Deleting customers

Author: Łukasz Strumiński

Created: 2022-12-27. Updated: yesterday at 12:03.

If a customer or company is no longer your customer you can remove it from the CRM. Keep in mind, however, that by deleting a customer, information about that customer will disappear from your reports.

Deleting a single customer

Deleting multiple customers

Deleting a single customer

Go to the Customers tab and click on the customer you want to delete.

Expand the button and select Delete.

A window appears confirming the deletion of the contact with all data. Additionally, you can define whether you want to delete tickets, chats, calls and recordings. To confirm, click the button.

The customer has been deleted - you will be transferred to the list of customers.

Alternatively, select the record in the customer list with a checkbox and choose the quick action to delete the selected records .

Deleting multiple customers

In the system you have the possibility to delete multiple customers at the same time - in the Customers tab, using the appropriate filters, search for the customers you want to delete.

After searching for records, you can use the Delete all found option:

A window appears confirming the deletion of the contact. In addition, you can choose whether you want to delete notifications, chats, calls and recordings. To confirm, click the button.

Alternatively, select the records in the customer list with a checkbox and choose the quick action to delete the selected records .