How do you delete a customer record?

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• How do I delete a Customer record?

  To delete a Customer or any Directory record, go the Menu and choose Directory. Once here on the top right, there should be a Customers button that you can select to just view the Customers in the list view. Choose the Customer you wish to delete and ...

• If a Lead becomes a customer, does the data transfer to the customer record?

  If the Lead becomes a Customer, every data that is present in the Lead will carry over to the Customer record.

• How is the Access/Gate Code from the Customer record used and can it be restricted to certain individuals?

  To restrict Access/ Gate Code from Customer record to certain individuals, go to Menu and select Settings and in here select Roles. Here, scroll down to Directory settings and you can restrict the Access Code there from certain individuals.

• Importing Contacts

  Importing contacts into your Directory is a simple process with Contractor Foreman. In the web panel, you can import the following contact types; Employees Vendors Contractors Customers Misc. Contacts Contacts must be in CSV format and match the ...

• How do I delete a Form?

  To Delete a Form, please go to the Menu and choose Forms & Checklists. Open the Forms that you wish to Delete. Once here, scroll down to the bottom right to the Actions drop down and select the Delete option. Type the word Delete, confirm and the ...