4.3.2 Removal of Customers

Deleting a customer after the end of the customership takes place with the Delete button or the delete multiple customers button. In connection with the deletion, the customers' identification information, memos and attachments are deleted, i.e. the customers are anonymized, but the statistical material remains in the system. Be careful when using the Delete function, as deleted customers cannot be recovered. If the deleted person becomes a customer again, he will be registered as a new customer.

Only terminated customers can be removed from the system. The customer service is considered to have ended when all the periods have been ended so that the end date and the reason for the end have been recorded. If it is assumed that the person will become a customer again, and there is no direct reason to delete customer data according to the Personal Data Act, it should not be deleted.

Customer data is stored for a maximum of four years after the end of the customer relationship, but is gladly deleted as soon as the data is no longer needed. Please note that you should not delete the previous calendar year's memberships before checking and publishing the annual statistics! The statistical data of the deleted customers are shown in the statistics, but if there is a need to specify/correct the data, the customer is no longer identifiable.

Delete an individual customer

The delete button is used to delete a single customer for a special reason, under normal circumstances we recommend mass deletion with the Delete several customers button.

Incorrect or double registrations of the customer are removed from the system with the Delete button, and the 'Remove the customer also from statistics' option is ticked. In this case, not even a statistical record of the customer will remain, but all data will be deleted.

Delete multiple clients at once

The Delete several customers button opens a window where you can delete several customers at a time. This window contains a deletion list of customers that have ended before the selected year.

By default, the list includes customers that ended more than 3 years ago. Select the desired year from the drop-down menu "List terminated customer relationships before the year".

You can sort the list based on the columns displayed in the window from the drop-down menu "Sort the list by the next field".

Carefully study the list of customers to be deleted before the deletions! If you want to keep some of the customers visible in the list still in the PAR system, use the function 'Remove selected from the deletion list'. Select the customers to be kept and press the button 'Remove the selected ones from the deletion list'. You can repeat this as many times as you need.

When all the customers to be deleted have been listed, carry out the mass deletion by pressing the button 'Delete customers from the list'. All clients shown in the list will be deleted and this action cannot be undone.

After this, the list returns to view the customers who were removed from the list to be removed - if this function was used.

Close the window by pressing the button 'Close form' or by pressing the arrow.