To delete or disable customers you first need to be in the Customers feature page. For more information about this page, please see the Customers List page for more information:
Select the desired Customer ID and once the View Customer pop-up window appears, click on the Individual Actions button. From the drop-down choose the "Delete" or "Disable" option:
Right-click on the selected customer and choose either the "Delete" or "Disable" option.
Click on the More Actions button and from the drop-down select the "Delete Selected Customers" or "Disable Selected Customers" option; please note that this option will allow you to delete or disable multiple customers at once.
Click on the Individual Actions button and from the drop-down choose either the "Delete" or "Disable" option.
Regardless of how you choose to delete an individual customer, the Confirm Delete pop-up window will automatically appear:
If you are sure you would like to delete the selected customer, click the Yes button.
Please note that if there are any work orders associated with the customer, you will be unable to delete the customer:
However, if there are invoices, quotes, or sales orders associated with the customer, the customer can still be deleted. Please be aware that the invoices, quotes, and sales orders will not be deleted along with the customer, and you will no longer be able to access the customer profile from these respective features.
MobiWork allows you to delete multiple customers at once, thus saving you time and energy from having to delete customers one at a time.
To delete multiple customers, you will need to access the More Actions button from the Customers feature page:
- Check off the desired customers you would like to delete; if you would like to delete all your customers you can click on the topmost checkbox (Multiple Selection Area) located in the Customers feature page:
- Click on the More Actions button and from the drop-down select the "Delete Selected Customers" option:
- A warning will then appear asking to confirm if you would like to delete the selected customers, and informing you that the deletion of the customers without work orders will be permanent:
- Type the requested number in the text box and then click the Yes button to confirm deletion. Once confirmed, the customers will automatically be deleted from MobiWork.
Regardless of how you choose to disable an individual customer, the Confirm Disable pop-up window will automatically appear:
Click the Yes button to confirm that you would like the selected customer to be disabled. Once confirmed, the customer will automatically be disabled, and you will no longer be able to create work orders for the customer from MobiWork. Furthermore, all future work orders and scheduled activities will be deleted.
MobiWork allows you to disable multiple customers at once, thus saving you time and energy from having to disable customers one at a time.
To disable multiple customers, you will need to access the More Actions button from the Customers feature page:
- Check off the desired customers you would like to disable; if you would like to disable all your customers you can click on the topmost checkbox (Multiple Selection Area) located in the Customers feature page:
- Click on the More Actions button and from the drop-down select the "Disable Selected Customers" option:
- A warning will then appear asking to confirm if you would like to disable the selected customers:
- Click the Yes button to confirm that you would like to disable the selected customers.
You can delete a contact under the customer profile. All listed contacts associated with the customer can be found in the "Contacts" tab within the View Customer pop-up window.
For more information on accessing this tab, please refer to the View Customer page:
On the "Contacts" tab, there are two different ways you can remove a contact:
- By right-clicking on the contact and selecting the "Delete" option from the drop-down menu.
- By clicking on the individual Actions button and selecting the "Delete" option from the drop-down menu.