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Web Dashboard: How Do I Delete a Customer?

You can delete/inactivate a customer from the Dashboard.

 

From the Dashboard

 

1. From your computer, log into the Web Dashboard.

Screen_Shot_2017-07-10_at_11.08.28_AM.png

 

2. Click on Customers on the left navigation.

Screen_Shot_2018-04-18_at_3.04.23_PM.png

 

3. Click the box next to the customer name.

Screen_Shot_2018-04-18_at_3.17.00_PM.png

 

4. Click Delete.

Screen_Shot_2018-04-18_at_3.17.31_PM.png

 

5. Click Ok.

Screen_Shot_2018-04-18_at_3.17.37_PM.png

 

6. You will no longer see the customer on the active list. 

Screen_Shot_2018-04-18_at_3.18.32_PM.png

 

 

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