Deleting a customer is important if you have a duplicate account or a customer was created by mistake.
Please note that CleanCloud also has a merge customer feature if you would prefer to transfer all orders from one customer to another at the same time as deleting the duplicate account.
To Delete a Customer
Select the customer from the New Order page or from Settings > Search Page.
Click on the edit pencil next to the customer.
Click on 'Delete Customer' which appears in red at the bottom of the pop-up window.
View and Reactivate Deleted Customers
You can view and reactivate deleted customers directly from your CleanCloud settings.
Go to Settings > Admin > Admin Tools > View Deactivated Customers.
On the Deactivate Customers page, you will be able to see the list of all deactivated customers.
Click on the 'Reactivate' button next to the required customer details and the customer will be then added back to your live customer database.
Look for a Deleted Customer on Metrics
Go to Settings > Metrics.
Scroll down to 'Data Export'.
Select 'Deactivated Customers' from the dropdown and select your time period.
Click on the blue 'Export' button.
Note: Deleting customers will not delete orders assigned to them - these will still remain. Please access this article if you need assistance deleting an order.
💡 Need more help?
Find answers and get help from CleanCloud Help Centre.