How To Delete & Restore A Customer On Gas Engineer Software

In this quick video, I'm going to show you how to delete and restore a customer in Gas Engineer Software. To start, head to the web portal, which we have open here, and click on your customers list from the top navigation menu. This will show you a list of all the customers currently in your system. To find the one you need, you can quickly search for their name using the search bar in the top right corner. Once you've found your customer, click on their name to open it up. On this page, there is a delete option in the right-hand side menu bar. Note that in Gas Engineer Software, you cannot completely delete a customer's details, so don't worry about accidentally doing so. Rather, clicking on this Delete button archives the customer. Since the customer might have several job addresses, jobs, and appliances stored underneath their profile, you can choose whether to delete or keep those by checking, checking these boxes as necessary. In this example, we're just going to leave them all unticked. If we click Yes, this customer will be archived in your system. Heading back to the customers list, you'll see that if we search for that same customer, they won't appear. If we wanted to restore a previously deleted customer, all we have to do is click on the Archived tab over here, and we'll find that customer in that list. Clicking on that name again opens up the page, and in place of the Delete button, we now have a Restore button. The same popup appears, except instead of Archive, everything is unarchived. We can now choose to unarchive the relevant job addresses, jobs, and appliances. If we check all those, then everything will be restored. Clicking Yes completes the action, and now if we go back to our customers list, if we go back to our existing customers, we'll be able to see that customer in our current list. So it's as simple as that.