Delete a Customer
How to permanently delete a customer record from the Resytech CRM, what data is affected, and alternatives to deletion.
Delete a customer when you need to permanently remove their record from your CRM. This is a destructive action -- once deleted, the customer record and its direct associations cannot be recovered.
Before you begin
- Confirm you want to permanently remove the customer. Consider whether updating or archiving the record might be more appropriate.
- Note that deleting a customer does not automatically delete their bookings. Existing bookings remain in the system but will no longer be linked to a customer profile.
Deleting from the customer list
- Navigate to CRM > Customers.
- Find the customer you want to delete using search or filters.
- Click the trash icon in the actions column on the customer's row.
- A confirmation dialog appears. Confirm the deletion.
- The customer is removed and a success message appears.
Deleting from the customer detail page
- Open the customer's detail page.
- Click the Delete button in the page header.
- Confirm the deletion.
- You are redirected to the Customers list page.
Bulk deletion
- On the Customers list page, select multiple customers using the checkboxes.
- Click the bulk delete action.
- Confirm the operation.
- All selected customers are deleted. A success message shows how many were removed.
Bulk deletion processes each customer individually. If some deletions fail (e.g., due to a server error), the ones that succeeded are still removed.
What is affected
| Data | Effect |
|---|---|
| Customer record | Permanently deleted. |
| Customer tags | Removed with the customer record. |
| Customer notes | Removed with the customer record. |
| Booking history | Bookings remain in the system but lose their customer association. |
| Guest booking entries | Guest entries referencing this customer lose the link. |
| Communication logs | Logs matched by email/phone remain in the system but are no longer linked. |
| Contact records | Contact records linked via customerId are not automatically deleted. They remain as standalone contacts. |
| Survey submissions | Survey submissions remain but lose the customer link. |
Alternatives to deletion
- Remove identifying information. If you need to comply with a data removal request but want to preserve booking analytics, consider editing the customer to remove personal details (name, email, phone) rather than deleting the entire record.
- Add a "Do Not Contact" tag. If the goal is to stop communications, add a tag instead of deleting. See Manage Customer Tags.
- Filter out test records. Customers created during testing are marked with an
isTestflag and are already excluded from the CRM list and analytics. You do not need to manually delete test records.
Tips
- Deletion is permanent. There is no recycle bin or undo. If you are unsure, export the customer's data first.
- Deletion is location-scoped. You can only delete customers belonging to your currently selected location.
- Related bookings survive. A deleted customer's past bookings still show in reports and on the calendar. Only the customer link is severed.
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