How to UnDelete a Customer
Introduction¶
See the sections below for configuration steps in the Exigo Portal.
Administration>>Users and double click on your user account.¶
A record never gets deleted from the Exigo database, it just gets marked as deleted status and it will no longer
appear on the screens or reports unless you have permission to see deleted records.
In the event where a customer gets deleted, you need to do the following:
- Check your user account to make sure you have permission to view deleted records. Go to
Administration>>Users and double click on your user account.
a. Then click on the link Modify User Details on the left side of the screen.
b. When the Edit User screen appears, go to the User Menu tab. There is a check box option for Allow Delete
Customer. This option needs to be checked.
- Go to Customer>>Customer Search and find the customer record that was deleted.
a. You will note that the Status will be shown as Deleted in red text.
b. You can click on Edit Customer in the upper right hand corner and change the status back to Active.
c.
Click Save Changes to complete the process.
