If the option to delete customer records is greyed out, this is due to insufficient privileges assigned to your user account. To resolve this, follow the steps below:
Step 1: Verify User Privileges
- Ask a manager or staff member with access to Setup > Staff Records to load your staff record.
- Once the staff record is loaded, navigate to the Privileges tab.
- Under the Marketing section, check if the Delete Customer/Vehicle option is ticked.
Step 2: Enable Delete Privileges
- If the option is not ticked, have the manager tick Delete Customer/Vehicle.
- Press Save to apply the changes.
Additional Notes
- Permission Control: Only users with appropriate authority should have this privilege to avoid accidental data loss.
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