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Posted by Ninja

Deleteing test customer

I'm still evaluating Easify and have came across a potential problem with the customer database. I imported a few test customers and made sales associated to them, I would now like to remove these customers prior to importing one of our customer databases holding 20,000+ customers.

I have deleted all products and cancelled the orders attributed to the customers but when deleting them I am still receiving the error that they cannot be deleted as orders or quotes are associated with the customer. I read a post from 2011 where you suggested creating a John Doe customer and attributing the orders to this customer but I can't see how to do this from the orders section.

Thanks for any help you can give

Dave

Posted by John

Re: Deleteing test customer

You'll need to create a customer and name them John Doe (or what ever you like).

Then drag and drop this John Doe customer record onto each order that currently has a customer you wish deleted.

This unlinks the customer record you wish to delete from the order, replacing it with the John Doe customer record. Do this to all orders containing customer records you wish to delete and you will be able to all of these unwanted customer records.


Happy to help - John (Easify Support)

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Posted by Ninja

Re: Deleteing test customer

Thanks John - that worked perfectly!

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