Deleting a Customer Record

In order to successfully delete a customer record, all dependent records that relate to this customer need to be removed first.

Note: You must be logged in as an Administrator to perform the below function.

1. Go to the Lists drop down.

2. Click Relationships.

3. Select Customers.

4. Click Edit next to the customer you wish to delete.

5. Go to the Actions drop down.

6. Select Delete.

7. A warning will pop up will appear. Click OK to confirm.

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