SMRT doesn't allow you to completely delete a customer because you may want to keep their historical data. However, you can disable a customer so that they don't appear when you search for a customer.
Follow the steps below to disable a customer:
- Open the account you want to disable
- Click on the customer's name to access their profile
- Click on the Notes tab
- Select Category: Account & Contact / Issue: pick one of the Inactive options that best reflect why you are disabling the customer
- Underneath Category and Issue you can type a reason for deactivating
- Click Save.
At a first glance it won't seem like anything happened other than a note being added at the top right corner of the account but if you look up the customer again a pop up will open displaying the reason the customer was disabled.