Frequently Asked Question

How do i delete an existing customer?
Last Updated 6 years ago

Currently in TeeCal you can't delete customer records because it may have other records associated with like quotes, invoices, payments, etc...   Although you can't delete an existing customer we do however have a couple of options you may be able to use to work around this issue.

1.  If the customer account does have payments, quotes or invoices associated then the only option you have is to disable the customer.
     a.  Open the Customers screen, select the customer you want to disable, then click Disable Customer button in the right side of the window as highlighted in the screenshot below.

2.  If you know for sure that there are no payments, quotes or invoices associated with this customer then you can rename this existing customer and re-use this same record for your next New Customer Record.

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