Delete a Customer

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This article explains how to delete a customer and restore a deleted customer.

Delete a Customer

1. From the sidebar, select Customers.
2. Select (Split View) or (Table View).
3. Select the customer you want to delete.
4. On the customer details page, select (more options).
5. Select Delete.
6. When prompted, select Delete to delete the customer.

When you delete a customer, the customer details page displays the date and time it was deleted.

Oops! I deleted a customer by mistake

As long as the customer details are still open, you can restore the deleted customer. Select (more options), and then select Restore.

If you closed the customer details, contact your MaintainX® representative to restore the customer.