Question
How do I delete customers records from Saved Selection?
Answer
The access to delete the customers is based on the existing customer delete access level that is set within CRM > Parameters > Dealer Parameters > Enterprise Tab. Users with an access level below what is set within the parameter will not see the delete option.
For users that do have access to delete customers, a new delete button will exist when viewing saved selection results.
When clicking 'Delete' the system will display a count of the records that will be deleted and also ask for a Delete Reason;
The system will then warn the user and allow an opportunity to cancel;
If the user proceeds, then a deletion reason must be specified which will go against the deletion amendments audit.
During the deletion, each customer is checked in all locations, for active:
- Sales Opportunities
- Customer Deposit
- Parts Order
- Workshop Booking/Job
- Vehicle Order
- Customer Concern
- Association
On completion of the deletion, all customers that fail due to the above, can be exported on an error report. The error report is only available on the completion of the run; it cannot be re generated.
Once exported, you can view the records that did not delete and the columns will display with a Yes or No against the reason this will not have been deleted;
The selection results will not update, to update selection results, go back to the saved selection and load the criteria and re-search, this will return only the failed customers. For this reason, it is recommended, that deletion selections, when saved, contain both results and criteria.