Deleting Customer Preferences

There may be cases where it is necessary to delete a preference that is no longer necessary.

Note: Deletion of customer preferences will impact all customer records using that preference. Ensure that the deletion being made to customer preference will not adversely affect your organization's data and Connect users.



Deleting a Customer Preference

To delete a customer preference:
  1. On the menu bar, click Customers. The Customer Browser screen appears.
  2. In the Customer sub-menu, click Preferences. The Preferences screen appears.
  3. Beside the desired preference, click the delete icon (). The delete warning message appears asking you to confirm the deletion of the preference.

  4. If you do not wish to delete the preference, click the Cancel button. The Preferences screen displays, with the preference not having been deleted.
  5. Click OK. The Preferences screen displays with the preference having been deleted.