Deleting Customer Accounts
Definition
Deleting a customer account means permanently destroying the corresponding record in the CRMdesk database.
Usage
Normally, customer accounts are deleted when their holders are believed not to be interested in using your CRMdesk support system any more.
Customer records can be deleted individually or collectively.
Path
Customers tab – Management
Procedure
Select accounts to be deleted from the searchable customers list (for mass deletion) and click the Delete button
or click the customer’s name whose record you wish to delete. The customer details view page will be displayed. Click the Delete button.
Users involved in conversations can not be deleted because conversations will become inconsistent, so they are deactivated instead. You should delete all questions prior to deleting users.
User ID may be reused only when the user has been completely deleted. Deactivated users IDs are preserved and can’t be reused.
Tips
It is not recommended to delete ‘customers’ created as ‘autoresponders’ when e-mail interface is used.
CRMdesk has built-in protection from being caught in the loop with the autoresponder.
After 10 loops the system sets ‘No’ to the notification for the particular autoresponder. When you delete such fake customer, the system will re-create him or her next time and you'll receive 10 more messages.
You can also manually break a loop right-away when you edit ‘autoresponder’ customer and set ‘No’ to notifications.