There are several ways to delete a customer or contact record.

Delete Icon

Click the Delete icon  .

Menu

Select Record / Delete from the upper menu. You can also click the right mouse button to display a short cut menu and select Delete.

Delete Groups of Customer or Contact Records

This feature allows you to delete more than one record at a time. We recommend that you back up your database before deleting groups of record in case you make a mistake.

To delete a group of records:

1.  Perform a backup of your user data. See the section on Back up and Restore for more information.

2.  Create a query that selects the records to be deleted. See the section called Using Queries to Find People for information on how to create queries.

3.  Go to either the customer or contact database and select Group / Set Customer Group or Set Contact Group.

4.  Select the query to find records to delete.

5.  Select Record / Delete / Group Delete. All records in the group will be deleted.