CRM Software - Delete Customer Record

Delete Customer Records

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Delete Customer Records

You can manually delete a Customer Record by selecting a Customer in the Search Results and selecting Delete Customer from the Customer menu or pressing the F8 key.

Delete Customer Record

Deleting Customers in a Specific Group

On the Search screen you can select a Group and click Search to view all customer records in the selected group. Then select each customer record and click F8 to delete it.

Delete Customers In Group

Delete All Customer Records

If you want to delete all the customer records, the easiest way would be to uninstall and reinstall Amphis Customer. This removes the database altogether (if you are using the default configuration where the customer database is stored on the local disk) and then recreates it. Please note that this will delete all records from the database.

Delete Customer Records That I Just Imported

If you want to delete the customer records that you just imported, there are a few options. If you imported them into their own group then (see above) you can display all the customer records in a particular group and then manually delete them.

Also, on the Reports menu there is the option to view customers created today.

Delete Customers Created Today

If you select that option it displays customer records created today. If you click the Add to Group button and then click Create Group to create a new group called, say, "Customer Records to Delete". Click OK. Then select the group and click OK to add those customer records to the new group. Then you can select that group on the Search screen (you'll need to restart Amphis Customer for the dropdown menu to see the new group) and manually delete the customer records you created today.

Backup and Restore

Please make sure you make a backup of the database before deleting any data in case you need to restore any data.

Download CRM Software Free 60 Day Trial
Download CRM Software Free 60 Day Trial