3.11 How to Delete the Customer Account?

Sometimes, you may need to delete some unnecessary customer accounts to avoid any mess. In TDS CRM, you can remove the customer accounts both individually and in bulk. Follow the given steps to delete accounts from the TDS CRM:

  • Go to Sales > Accounts.
  • Select the customer account or accounts you want to delete.
  • Click Delete given on the top right of the window.
  • Click OK on the confirmation dialog box.