En:Delete Customer: Difference between revisions
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[[Datei:Kunde3.png|miniatur|customer index card]] | [[Datei:Kunde3.png|miniatur|customer index card]] | ||
You can only delete customers in Weinbau-online if they have already been marked as [[deadbeat]]s. As soon as the customer is marked as a [[dead body]], this icon appears next to the icon to make the customer active again [[ | == Requirements == | ||
You can only delete customers in Weinbau-online if they have already been marked as [[deadbeat]]s. As soon as the customer is marked as a [[dead body]], this icon appears next to the icon to make the customer active again [[Datei: Karteiliche_Icon_orange.PNG]], this icon to delete customers permanently [[Datei: Rote_Mülltonne_Icon.PNG]]. If you click on this icon, the question appears each time whether you really want to delete the customer. This prevents you from accidentally deleting important data. If the customer is deleted, his data will not only be removed from the customer file but also from all orders you have issued to the customer concerned. | |||
== Delete customers permanently == | == Delete customers permanently == | ||
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Of course there are situations in which customers have to be deleted. One reason for this could be data protection, which should of course be taken into account. | Of course there are situations in which customers have to be deleted. One reason for this could be data protection, which should of course be taken into account. | ||
If the customer information is to be removed for data protection reasons, you can go to -Finally delete- [[ | If the customer information is to be removed for data protection reasons, you can go to -Finally delete- [[Datei: Rote_Mülltonne_Icon.PNG]] in the carpool. This will leave an empty customer in the carpool oak. (Otherwise all assignments would be lost!) We recommend that you always choose the first option, if possible, so that carpools form and the assignment of customers and articles remains. |
Latest revision as of 12:22, 5 November 2024
How to find this page:' |
Requirements
You can only delete customers in Weinbau-online if they have already been marked as deadbeats. As soon as the customer is marked as a dead body, this icon appears next to the icon to make the customer active again , this icon to delete customers permanently . If you click on this icon, the question appears each time whether you really want to delete the customer. This prevents you from accidentally deleting important data. If the customer is deleted, his data will not only be removed from the customer file but also from all orders you have issued to the customer concerned.
Delete customers permanently
Why customers should not be permanently deleted
Customers are usually hidden and not deleted, as this way all information (orders etc.) is retained.
We therefore always recommend that customers are not permanently deleted, as otherwise they are also separated from former orders, which leads to the creation of a default customer who has made a very large turnover, but who never existed. In the next step, this leads to a possible statistical evaluation being falsified.
When and how customers are finally deleted
Of course there are situations in which customers have to be deleted. One reason for this could be data protection, which should of course be taken into account.
If the customer information is to be removed for data protection reasons, you can go to -Finally delete- in the carpool. This will leave an empty customer in the carpool oak. (Otherwise all assignments would be lost!) We recommend that you always choose the first option, if possible, so that carpools form and the assignment of customers and articles remains.