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How to remove and restore a Client Profile
How to remove and restore a Client Profile

Find out how to delete and restore a Client Profile in Orderry

Christina avatar
Written by Christina
Updated over a month ago

How to remove Client Profiles from the system

Every Client profile has the remove button. Press it to remove the client and contact details from all Orders, Sales, and Leads.

When a client with an associated work order, lead, or sales is deleted from the database, his or her name and data will still be displayed, but you will no longer be able to modify it.

When you click on the name of this client in the payment, sale, or work order, you’ll see "Client has been deleted" at the top of the screen.

How to restore a deleted client

You can restore a deleted client in the Activity log report.

Generate a report for the event "Client deleted". Find the deleted client and click the Restore button.

Please note that deleted suppliers can be restored the same way.

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