Deleting a customer

Deleting a customer removes the contact record permanently. You can only delete a customer who has no vehicles linked to them at the time. If there are linked vehicles, archive the customer instead.

Before you start

• You need Customers edit permission.
• You're on the customer's detail page.

When to use Delete vs Archive

• Delete when the customer has no linked vehicles AND you want the record gone for good. Good for duplicates, test entries, or contact records created in error.
• Archive when the customer has one or more linked vehicles, or when you want to keep the history but hide them from future pickers. See Archiving a customer.

Deleting a customer

1. Click Delete customer in the header.
2. Read the confirmation panel that opens below the header.
3. Click Delete customer inside the panel.

The customer is removed and you're taken back to the Customers list.

When deletion is blocked

If the customer has one or more linked vehicles, the confirmation panel shows an error like:

Customer has 3 linked vehicles. Unlink them first.

Nothing is deleted. You have two options:

• Archive the customer instead. Their history stays and they drop out of pickers. Normally the better choice.
• Unlink the vehicles first, then try Delete again.

How to unlink a vehicle from a customer

For each vehicle linked to the customer:

1. Open the vehicle's detail page. You can get there from the Vehicles panel on the customer detail page.
2. Open the Customer Sale tab.
3. Next to the customer's name, click Unlink, then confirm.

Once every vehicle is unlinked, go back to the customer detail page and try Delete customer again.

What Delete does and doesn't do

• Removes: the customer's contact record (name, company, email, phone).
• Keeps (when linked vehicles are unlinked first): every vehicle that was ever linked to this customer, with its own costs, notes, photos, agreed sale price, sold-by attribution, and payment history. Those records don't belong to the customer, they belong to each vehicle.

Prefer Archive for history

A customer who's completed a purchase is useful history for sales reporting. Archive them rather than deleting so your sales and sold-by attribution keep making sense.