How to Delete a Customer

This guide explains how to handle duplicate or non-serviceable customers in TCS by renaming instead of deleting, since deletion is not supported due to data dependencies.

1. Open the Customer Record

• Locate the customer profile you no longer want to service or that is duplicated.

2. Rename the Customer to Indicate Status

• Edit the last name field to include text such as "Do Not Service" or "Duplicate".

• Example: Holly Moore → Holly Moore (Do Not Service).

3. Save the Updated Customer Name

• Click Save so the status displays clearly in the customer list and exports.

4. Verify Updated Name Appears in Searches

• Search the customer list to ensure the updated label makes it easy to distinguish from active records.

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Notes / Watch-Outs

• TCS does not allow deleting customers due to stored data such as payments, addresses, and payroll history.

• Renaming ensures clarity in exports and prevents service mistakes.

• Use consistent naming labels (e.g., "(Duplicate)" or "(Do Not Service)") for clean organization.