Customer records can only be deleting if there are no transactions recorded against the account e.g. no sales orders, quotes , Service Manager jobs etc. The associated Contact record can also be deleted at the same time.
Steps
1. | Debtors Maintenance |
2. | Load the search window and select the relevant account |
3. | Click |
4. | Yes to the question 'Are you sure you wish to delete this Debtor?' |
5. | Yes or No to the question 'Do you wish to delete the contact record also?' |
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