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richywilts

  • Posts: 4262
how to delete customer on cleaner planner
« on: September 19, 2014, 07:08:13 pm »
ive searched customers name

its came up

clicked on it

but where its says delete its in grey and wont let me click it to delete

ive changed to status to cancelled and that hasnt worked either
Richard Wiltshire
Window Clean Direct

richardwiltshire36@yahoo.co.uk
www.windowcleandirect.co.uk
07894821844

dave0123

  • Posts: 3553
Re: how to delete customer on cleaner planner
« Reply #1 on: September 19, 2014, 11:12:58 pm »
Ive never used cleaner planner, but i presume its the same reason as with all software George,Aworka,wcp probably because it has finical transactions against it for your accounting records. So if you where to delete the job it your financial records would become incorrect.
Dave.

richywilts

  • Posts: 4262
Re: how to delete customer on cleaner planner
« Reply #2 on: September 19, 2014, 11:30:08 pm »
ive deleted others off it last couple of days but this one doesnt seem to want to delete!!!!!!
Richard Wiltshire
Window Clean Direct

richardwiltshire36@yahoo.co.uk
www.windowcleandirect.co.uk
07894821844

Ian101

  • Posts: 7889
Re: how to delete customer on cleaner planner
« Reply #3 on: September 20, 2014, 10:58:58 am »
ive deleted others off it last couple of days but this one doesnt seem to want to delete!!!!!!

next new customer change details over on this one that's undeletable .... perhaps ?

richywilts

  • Posts: 4262
Re: how to delete customer on cleaner planner
« Reply #4 on: September 20, 2014, 11:53:34 am »
rob has got back in touch apparently because the customer was on a current worksheet she couldnt be deleted
Richard Wiltshire
Window Clean Direct

richardwiltshire36@yahoo.co.uk
www.windowcleandirect.co.uk
07894821844

Rob @ Cleaner Planner

  • Posts: 292
Re: how to delete customer on cleaner planner
« Reply #5 on: September 20, 2014, 04:34:01 pm »
Ive never used cleaner planner, but i presume its the same reason as with all software George,Aworka,wcp probably because it has finical transactions against it for your accounting records. So if you where to delete the job it your financial records would become incorrect.

Spot on Dave :) If a job has a transaction history you can set the status to "Cancelled" to hide it but you can't delete it.

This job didn't have a history but it was on a worksheet so it needed to be removed from the worksheet before deleting it.

Richy - don't forget there's also the Cleaner Planner forum for "how do I?" questions (https://app.cleanerplanner.com/forum) or "Forum" tab top right of Cleaner Planner while logged in. Or just email me (as you did ;))