CRM Phase 1 - Flipbook - Page 100
Marking a
Customer Record
for Deletion
Refer to process 02.001.01 L1
Searching for CRM Records
Select the
required
Customer record
Click on Edit
Yes
Refer to process
02.002.07 L1
Detaching
Vehicles from
Customers
Are there any links
to Vehicle records?
No
Yes
Refer to process
02.002.04 L1
Detaching
Customers from
Companies
Is there a link to a
Company record?
No
Yes
Refer to process
02.003.13 L1
Closing Contacts
Are there any
outstanding
Contacts?
No
Select the Additional details
tab and within the
Customer type mark each
department with an X for
DELETE CUSTOMER
RECORD
Select the Customer
tab and within the
Status field select X
for Marked for
deletion
Click on Save
Marking a Customer Record for Deletion
02.007.02 L1 Revision 8.35 18/05/07
Page 100 of 115
