Why Am I Unable to Delete Customer Records?

Modified on Thu, 2 Jan at 11:04 AM

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

  1. Ask a manager or staff member with access to Setup > Staff Records to load your staff record.
  2. Once the staff record is loaded, navigate to the Privileges tab.
  3. Under the Marketing section, check if the Delete Customer/Vehicle option is ticked.

Step 2: Enable Delete Privileges

  1. If the option is not ticked, have the manager tick Delete Customer/Vehicle.
  2. 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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