Editing and deleting Customers

While working you may need to change a Customer's data or delete a Customer from the system.

Editing Customer data

You can change a Customer's data at any time (for example, when contact information changes or details need to be corrected).

Option 1: from the Customer list

1. Go to the "Customers" section in your Cabinet;
2. In the row of the Customer you need, open the action menu (three dots);
3. Click "Edit";
4. Make the required changes;
5. Click the "Save" button.

Option 2: from the Customer page

1. Open the Customer page (click the name in the list);
2. In the menu (three dots), choose "Edit";
3. Make the changes and click "Save".

After saving, the updated Customer data is used automatically in all new Contracts, Service acceptance acts and other documents. PDF files that have already been generated do not change.

Deleting a Customer

You can delete a Customer, but it is not recommended: the link between the Customer and Contracts and other records will be lost. Only the account owner can delete Customers.

1. Go to the "Customers" section;
2. In the row of the Customer you need, open the action menu (three dots);
3. Click "Delete";
4. Confirm the action.

Before deleting, make sure the Customer's information is no longer needed for reporting or for the history of work on Cases and Contracts.