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 > press Edit to update customer record.

If a customer requests to be removed from your database, you can press
Delete which will remove them from your list of customers.

For duplicate record, you can press
Merge > on the search field, search for the customer's name you need to merge it to > press Merge.




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.


Contact Support



Need assistance? Our dedicated support staff are here to help you. 

To create a support ticket, click here.
Live chat: Start a live chat with our customer support team by clicking on the '?' button in the lower right corner. 

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