How to delete or update customer details

How to delete or update customer details

If a customer requests that any of their details be updated, these changes can be made directly to their customer record.

Using the left navigation menu, go to >
CRM 
Customers > press the '•••' button > search customer's name by name, email or mobile.

Edit -  to update customer record.
Delete - to remove from list of customers.
Merge - to merge duplicate records.




Under some circumstances, the right to erasure won’t apply. In these circumstances, any identifiable information can be removed/redacted at our end to protect the customer’s privacy, while keeping the integrity of your historical records intact.

If a customer requests to have their full details and history removed completely, then you can contact us directly.



Need Help?

If you need assistance, contact our support team:
💬 Live Chat: Click the chat icon in the bottom-right corner of the screen.
📧 Email: support@nabooki.com



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