How to Delete a Customer

SimplaTask simplifies the way you create and manage customers, ensuring a fast and efficient process. This guide will show you how to delete a customer quickly and easily, from beginning to end. 

If you need help updating a customer, click here!

If you need help deleting a customer, click here!

If you need help importing customers, click here!

If you need help managing customer groups, click here!

Before You Start:

Before you begin, ensure the following requirements are met:

• Permissions: You need Manager, Admin, or Owner-level access to manage customers.

How to Access the Customer Dashboard 

Step 1: Locate the customer section. 

Navigate to your Customers section located on the left side of the main screen.  

Step 2: Access the Customer Management Panel.

The Customer Management Panel will be displayed, giving you quick access to the following options:

• Add Customer

• Import Customers

• Manage Groups

You’ll also see all previously added customers, with two available viewing modes: Grid (default) and List.

Customer Removal Process

Step 3: Finding the Customer.

Locate the customer you wish to delete and click on the three dots, located in the upper right corner of the customer's card.

Step 4: Deleting the Customer.

This opens a menu where the only option is to delete; clicking on it will display a confirmation window to proceed with the deletion.  

The system will automatically display the updated customer list.