Create Databases -> Customer ->Changing and Deleting

Changing and Deleting Customer Records

To change or delete a customer database record, follow these instructions:

• Changing a Customer Record
• Deleting a Customer Record

Changing a Customer Record

Open the Customer window. (For instructions, click here.) Follow these steps:

1. Retrieve the customer record you want to change. You can do this in several ways; see the online help topic Selecting a Customer.
2. Click the tab that contains the boxes you want to change first.
3. Click the first box you want to change, and enter the new information.
4. Change any additional boxes in the same way, clicking different tabs as needed. (Note that switching tabs does not save your changes.) If you need to learn more about a particular box before changing it, see the online help topic Customer Window Definitions.
5. When you finish, click the button to save your changes.

Deleting a Customer Record

Deleting customer database records is easy, but if you have sold anything to a customer whose record you intend to delete, you must balance the A/R before deleting the record, collecting any money the customer owes, or writing off a bad debt.

In addition, you should not delete customer records before you complete your month-end procedures, since the system purges completed A/R transactions during these procedures, and it cannot do so after you delete the customer record.

For a complete discussion, see FAQ File 65: Finding and Managing Inactive Customer Records. (This FAQ file explains how to delete records through the text-based screens; we'll explain how to delete them through the graphical screens below.)

Our Web site, www.DDMS.com, has a large number of FAQ files like the one above. Each one covers one specific topic that dealers have asked about. These FAQ files can be a valuable resource: www.DDMS.com/support/faq.htm

After the customer's A/R balances, follow these steps to delete the record:

1. Open the Customer window. (For instructions, click here.)
2. Retrieve the customer record you want to delete. For instructions, see the online help topic Selecting a Customer.
3. After you retrieve the customer, click the button.
4. In the Delete Password dialog box, enter the password from the Delete field in the (LA) Customer and A/R Parameters screen and click OK.
   
   The default password is DDMS. If you have not changed the (LA) screen, use this password.
   
   If you deleted the password in the (LA) screen, click OK without typing a password.
5. At the message Permanently Delete Record, click OK.