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Delete Customer in CM (Read 969 times)
Carla
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Delete Customer in CM
05/14/03 at 13:36:54  
How do I delete a few customers in Contact Manager?  I have 5 companies that we do not need in CM.  I tried "Purging Account Info" but it did not delete the actual customer!   undecided
 
Thanks!
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Carla W.
PSI Polymer Systems
Hickory, NC
phone: 828-345-6264
fax: 828-345-6265
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David Waldmann
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Re: Delete Customer in CM
Reply #1 - 05/15/03 at 06:19:48  
Go into CM-A and get the customer displayed on the screen. Then press <F4> (I don't know what "related entries" refers to though....).
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David N Waldmann
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Vermont Hardwoods
Chester, VT

Evo-ERP, 5 user
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Lynn_Pantic
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Re: Delete Customer in CM
Reply #2 - 05/15/03 at 07:31:13  
Related Entries" would be things like History and Follow-up notes, Class Codes, key dates etc.
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Lynn Pantic
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David Waldmann
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Re: Delete Customer in CM
Reply #3 - 05/15/03 at 14:43:32  
That's what I might have guessed - except, how do you access them if the customer is gone? Or do they get re-associated if a customer is re-entered with the same ID? If that's the case it seems potentially dangerous to leave them there...
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David N Waldmann
President
Vermont Hardwoods
Chester, VT

Evo-ERP, 5 user
IST Build: 3/4/19, patched 04/30/19
Pervasive v11.31
Server 2012 / Win10 x64
Crystal Reports v11
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Lynn_Pantic
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evolution (n) -
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Re: Delete Customer in CM
Reply #4 - 05/15/03 at 14:54:50  
Yeah, I agree, I would think that it would be safest to delete them without asking if you are deleting the contact.  But whomever initially designed that function must have had other ideas.
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Lynn Pantic
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