Editing or Deleting a Customer

Editing a customerCopy Anchor Link

1. Open the customer's profile — click their name in the CRM → Customers list, or use Edit from the row actions menu (both land on the same profile page).
2. Change any field directly — name, contact details, location, or Category (pick a suggested label or type a new one; clear the box to remove the label). The Customer number is the one field you can't change; it's assigned by the server and stays fixed.
3. To change the customer's Status, click Active, Inactive, or Archived in the pill row on the right.
4. As soon as anything changes, the amber unsaved-changes bar appears — click Save to apply your edits, or Discard to revert the form to what's on file.

Deleting a customerCopy Anchor Link

Deleting is done from the list, not the profile page:

1. Open CRM → Customers from the sidebar.
2. Open the row actions menu ("...") on the customer's row and choose Delete.
3. A confirmation dialog shows the customer's name and warns that the action cannot be undone. Confirm to delete.

Deletion is permanent — there is no undo or recycle bin. If you just want the customer out of day-to-day use, set their status to Inactive or Archived instead and save; you can always reactivate them later.

Not sure which status to pick? See Tips and FAQ.