A customer CANNOT be deleted if:
- there is a project associated with it; or
- there is a user associated with it.
To delete an existing customer, follow these instructions:
- Log in to the system as a user who has the ‘Manage Customers’ permission. For details on users’ roles and permissions see Roles and Permissions.
- Go to the customer list via the Filters section, leave the Name box blank if you want to see all customer names. The Name filter has string search functionality. This means that you can reduce the list of customers on display by specifying a string of characters their name should contain. For example, if you want to get a list of customers whose name contains a specific sequence of characters, e.g. ‘arc’, you may want to type it in the Name box. If you do not know which status the customer currently has choose the ‘All statuses’ value in the Statuses box. This will show customers with either status (enabled or disabled). You may want to reduce the list by excluding customers with the Disabled status. To do that, choose Enabled only. Similarly, you have an option of excluding customers with the Enabled status (by choosing Disabled only) from the list.
- Click "Apply".
- A list of available customers will be generated according to the filter settings. There are two ways to proceed from here:
- Method 1:
- Click on the name (hyperlink) of the customer you wish to delete.
- Click on the "Delete" button (the rightmost in the upper right-hand corner of the screen). You will get a warning message about irreversible changes your action is about to cause.
- Click "OK" to confirm the deletion.
- Method 2:
- Click on any place on the row the customer you want deleted belongs to but the customer’s name (hyperlink). (As you move the pointer over the row, its background color changes.)
- Select Delete this customer from a pop up menu (context menu) that will appear. You will get a warning message about irreversible changes your action is about to cause.
- Click "OK" to confirm the deletion.