Question
How do I delete a Customer CRM record?
Answer
To delete a customer record, you will need to search for the record first. Therefore, you will need to go to CRM > Enquiry.
Then search for the customer CRM record you wish to delete.
Once you have found the customer, single click onto the customer record. Then you will see there is an option to delete, as shown in the screenshot below.
Single click on the delete button, then that will bring up the customer record. If you are happy to delete the customer record, then you can click the delete button shown in the bottom right hand corner, as shown in the screenshot below.
Once you have clicked delete, the system will then pop up asking, are you sure you want to delete this customer, as shown below.
Then select yes.
The system will then ask you for a reason why the CRM record is being deleted, as shown in the screenshot below.
Once you have entered the reason why, click Accept. The customer record will then be deleted.
Please note that once the customer is deleted if they are attached to a vehicle that will not automatically delete the vehicle as well. It would just lose the owner keeper driver link from the vehicle and the vehicle will remain on the system.
To delete a customer record, you will need to have the correct access level to delete the CRM record. To check this, you will need to go to CRM > Parameters > Dealer Parameters.
In the enterprise tab you will need to check the customer delete level as shown in the screenshot below.
In this example above there is an access level of 40. That means that a user with the access level of 40 or above will be able to delete the customer record. If you have a lower access level, then ‘delete button’ will be greyed out. If this is the case then please contact your On-Site Administrator.