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Deleting a customer

How do I delete a customer from the customer list?

Do you have a customer in your customer list that you no longer clean for? By deleting the customer, they can no longer be selected for tasks in the calendar.

Only the administrator and supervisors can delete customers. Once deleted, the customer will be moved to the archive.

NOTE:

A supervisor can only delete customers within their assigned areas. For more information regarding this, go to Company Structure.

 

In this article, you will learn how to delete customers and where to locate the archive: 



 

 

This is how you delete a customer

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In the menu, go to Customers > Customer list

 

Click on Delete customer Slet.png

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If a customer has access to the system, you can notify them that their access has been revoked in an e-mail

 

 

 

INFO:

If you have entered an e-mail for the contact person, the field will automatically be filled out.

If you do not want to send an e-mail about the change, simply leave the field empty.

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Click on Accept to remove the customer from the customer list

 

 

 

NOTE:

When the customer is deleted from the system, it will no longer be possible to plan tasks for the customer.

All future tasks for the customer will be removed, while previous tasks remain in the system.

Files uploaded to the customer and underlying locations will be permanently removed from the system.

If the customer type is private, the SSN number will be removed from the system.

The contact person's access to the system will be revoked, and an e-mail will be sent to notify the customer contact.

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This is how you find deleted customers in the archive

Continue to the article: How do I restore a deleted customer?

Here, you can learn more about finding and restoring deleted customers from the archive.