Child pages
  • Deleting customers

Versions Compared

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.
HTML Wrap
classsection group
HTML
<span data-swiftype-index="true">
HTML Wrap
classcol span_3_of_5

You can delete a customer if they have never been used in a transaction. When you delete a customer, they are removed along with all the information stored in their contact record.

Instead of deleting a customer, it's usually better to make them inactive. This removes them from reports and some selection lists, but you’ll be able to recover the information, or activate them again, if needed.

Learn about making contacts inactive.

 

UI Expand
expandedtrue
titleTo delete a customer

To delete a customer

  1. From the Contacts menu, choose View contacts.
  2. Click the selection box next to the customer to be deleted. If you want, you can select more than one customer to be deleted.
  3. Click Delete.
    Two customers selected with delete button highlighted
  4. Click Yes to the confirmation message.

You can also delete a customer by clicking Delete when viewing their details on the Contact page.

Contact page with delete button highlighted

HTML
</span>
HTML Wrap
width15%
classcol span_1_of_5
 
HTML Wrap
floatleft
classcol span_1_of_5
Panelbox
namemagenta
titleRelated topics
HTML Wrap
classsidebarlinks

Customers and suppliers

Viewing and entering contact information

Finding a customer or supplier

Using contacts in transactions

Analysing your contacts

Panelbox
nameyellow
titleFrom the community

RSS Feed
titleBarfalse
max5
showTitlesOnlytrue
urlhttp://community.myob.com/myob/rss/search?q=contacts&filter=labels%2Clocation%2CsolvedThreads&location=forum-board%3AEssentialsAccounting&nospellcheck=true&search_type=thread&solved=true

HTML Wrap
classmorelinks
More »