Deleting Customers


Customers cannot be deleted from The Edge, but they can be marked inactive (disabled).  This will effectively delete them and prevent them from appearing anywhere with two exceptions:

  • You can specifically search for inactive customers using Customer Find.
  • When new customers are added, the software will automatically check to see if they were previously entered and, if a match is found, suggest to re-activate them.

You can mark customers inactive individually, or you can mark multiple customers inactive at once.

Individually:

  • Use Customer Find to find and edit the customer record, then on the General tab check the Inactive box in the upper left corner.

     
  • Use Customer Find to bring up a list of customers. Then select the customer you wish to mark inactive, and click the Disable button at the bottom.

Multiple:

  • Use Customer Find to bring up a list of customers, then right click anywhere inside the list and select Show Checkboxes. Select the customers you want to mark inactive, then click Supervisor > Set Customers Inactive.

 

Updated on Mon, 04 Mar 2024 by Angela Chiaravalle

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