Quantum VS Help: File Maintenance

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Deleting A Customer Record

A Customer record may be deleted, provided there are no outstanding 'balances'. To delete a Customer record:

 

1.      Use the Finder to locate and open the Customer record for the required customer. See Finding Customers.

 

2.      Click Delete on the Toolbar - Sub Menu:

 

FileM_CustDelete.gif

 

3.      Click Yes to the 'Are you sure you wish to delete the customer record...?' dialogue.

 

Note: The deleted record is not deleted from the system completely. It is given the status 'Deleted' and will remain accessible from the Finder.

 

NEXT: Prospect Customer Maintenance