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How do I restore a deleted customer?

Can I restore a customer who has been deleted?

The short answer is; yes. In CleanManager, customers, employees, and storage products are never permanently deleted from the system. Instead, they are moved to the Archives. From the archive, you can easily restore your customers if you want them active in your system again.

NOTE:

Archives are only visible to supervisors if access for this has been granted by the administrator. For more information regarding this, see the following article: Archive access for supervisors.

 

Supervisors can only restore customers from the customer areas, they have been assigned. For more information regarding this, go to Company Structure.

 

In this article, you will learn how to restore customers from the archive:

 


 

 

This is how you restore a deleted customer

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In the menu, go to Customers > Archive

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Click on Reactivate customer Genaktiver.png 

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Click on Accept to restore the customer

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See that the customer has been moved back to your Customer list

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This information about the customer is stored in the archive

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In the menu, go to Customers > Archive

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This information is kept for a customer whose customer type is Private
 

 

NOTE:

If the customer type is Private, the customer's SSN will be removed from the system and can therefore not be restored.

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

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This information is kept for a customer whose customer type is Business
 

 

NOTE:

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

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This is how you search for customers in the archive

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In the menu, go to Customers > Archive

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Use the search field to find a specific customer
 

 

NOTE:

The search field appears when you have more than five customers in the archive.

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See your search result

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This is how you can see comments attached to a customer

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In the menu, go to Customers > Archive

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Click on View comments Info.png

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Read the comment attached to the customer

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Continue to the article Deleting a customer

Here, you can read more about how to delete customers from your customer list.