Deleting a customer record in Navigator should only be done when the record is no longer needed and does not have associated transactions. If the customer has transaction history, the record may need to be archived instead of deleted.

Steps to Delete a Customer Record

  1. Search for the Customer Record

    • Go to Marketing > Prospect
    • Use the search function to locate the customer record you want to delete

  2. Access the Customer Profile

    • Click on the customer name to open their record

  3. Delete the Customer

    • Navigate to the Actions menu
    • Select Delete Customer
    • Confirm the deletion when prompted

Key Considerations Before Deleting

⚠ Check for Linked Transactions – If the customer has invoices, orders, or history, deletion may not be allowed.
⚠ Consider Archiving Instead – If the customer has previous activity, it may be better to mark them as inactive instead of deleting.
⚠ Permanent Action – Once deleted, the record cannot be recovered.

Reinstating a Deleted Customer

  • If a deleted customer needs to be reinstated, a new customer record will need to be created.
  • Any vehicle history associated with the customer will still be available, as it is indexed by chassis number rather than the customer record.