How do I delete a customer from CRM?

Overview

You can delete a customer record directly from the Customer Detail page.

To maintain data integrity, the system only allows deletion if the customer has no standalone associated accounts. If the customer is linked to accounts, those accounts must also be associated with another existing customer profile via a shared phone number (or email address).

Prerequisites

• Role Required: You must have the CRM Editor role assigned to your user profile.

• Data Check: Ensure the customer has no standalone accounts linked.

Steps

1. Navigate to Customers: Select CRM from the main menu.

2. Open Detail Page: Search for and click on the specific customer you wish to remove.

3. Access Actions: Click the Actions menu (located next to the customer’s name).

4. Select Delete: Choose Delete from the dropdown list.

5. Confirm Deletion: When the confirmation modal appears, click Delete.

   1. Once confirmed, you will be redirected back to the main Customers list.

Troubleshooting: "Delete" is Blocked

If the system prevents deletion, a message will appear in the modal explaining that the record is still linked to active accounts.

How to resolve this: To delete a customer who still has accounts, you must move those accounts to a different profile:

1. Identify an alternative customer profile.

2. Add the current customer’s phone number (or email address) to that alternative profile.

3. Return to the original customer record and retry the Delete action.