Companies or individuals, who have been added as customers in DocketManager, can be deleted from the Customer page.
Note: Customers that have been deleted will no longer be visible on the customer search page. However, customers are not permanently deleted, just flagged with a deleted property. They can be brought back by simply reversing this flag. If a customer is deleted in error, see FAQ - How do I Bring Back a Deleted Customer?
Deleting a Customer
Step Action
1. Select {CRM}. The page should open on the Customers tab.
2. Select entries under Customers to be deleted by checking boxes on the left-hand
side. All entries can be deleted by checking box to left of {New} under Customers.
3. Select {Delete}. A window will pop-up to confirm selected items to be deleted.
4. Select {OK} to delete selected items. A results window will pop-up to indicate
the selected customers have been deleted.