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  1. Click the [Customers] menu button to enter the Customer module and display the list of Customers
    CDR2Cloud - Customers Menu

  2. Using he [Search:] text box located at the top right of the Customer Listing, enter any piece of data for the Customer that you would like to Delete

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    CDR2Cloud - Customer SearchImage Modified

    Info

    The Search feature of CDR2Cloud automatically searches for data related to the current module as soon as you have type 3 characters of more in the [Search:] text box. Example: When searching for a Customer you may type the Customers First Name, Last Name, Customer ID [UDF], Email Address, etc in the [Search:] text box. AS soon as the first 3 characters are entered the Search feature will display records in the list that meet the search criteria.

  3. After locating the Customer record, click the Image RemovedImage Added button to open the Customer record
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  1. CDR2Cloud - Delete CustomerImage Added
  2. In the Customer Delete Confirmation Screen, click the [Delete] button to permanently Delete the Customer
    CDR2Cloud - Delete Customer ConfirmationImage Added
  3. Review the conformation message to ensure that the Customer record was Deleted successfully
    Cdr2Cloud - Delete Customer SuccessImage Added

 

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