Batch Deleting Customers

Best Suited for:

• Administrators managing customer records
• Users cleaning up inactive or unused customer accounts

Important Information:

• Customers with historical data (e.g., estimates, jobs, invoices) cannot be deleted
• Instead, such customers should be marked as Inactive
• Customers without historical data can be deleted
• A password prompt may be required before deletion, depending on Company Preferences
• Deleted customers cannot be restored

Strategic Workflow:

• Identify customers eligible for deletion
• Use inactive status for customers with historical records
• Apply batch deletion after confirming eligibility

Process Description:

1. Navigate to the Customer List
2. Select customers without historical data
3. Initiate the batch delete action
4. Enter a password if required
5. Confirm deletion in the final prompt

Accessing the Customer List:

1. Navigate to Customers
2. Select Customer List

Selecting Customers for Deletion:

1. Identify customers that do not have historical data
2. Select customers using one of the following methods:
   • Check the box next to each customer
   • Select multiple customers by checking additional rows
   • Check the box in the top header row to select all the customers on the current page
   • Check the box next to Batch Edit Selected to select all customers
3. Attempting to delete customers with historical data will result in an error
   • For customers with historical data, update their status to Inactive instead

Deleting Selected Customers:

1. Once customers are selected, click the Delete selected button
2. If password protection is enabled:
   • Enter your system login password
   • This setting is managed in My Office > Company Preferences
3. Review the final confirmation prompt
4. Confirm that you want to delete the selected customers

Once confirmed, the selected customers are permanently deleted, there is not a way to undo this action.