How to Delete Customers

Managing customer data responsibly is crucial, and DoubleTick has introduced a new "Delete Customer Data" feature to make this process seamless and secure.

Managing customer data responsibly is important for every business. DoubleTick provides a Delete Customer Data feature that allows you to remove customer information in a secure and controlled way.

This article explains the different ways you can delete customer data and who is allowed to perform these actions.

Who Can Delete Customer Data?

Not every user in your team can delete customer data. This action depends on the role and permissions assigned.

• The Account Owner has full access and can delete customers, including deleting all data.

• Users with Owner-level access can also perform deletion actions.

• If you have created Custom Roles, only those users who are explicitly given the “Delete Customers” permission will be able to delete data.

• Team members without this permission will not see or be able to use the delete option.

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Ways to Delete Customers

DoubleTick provides four ways to delete customer data based on your requirement:

1. Individual Contact Deletion

2. Multiple Selected Contacts Deletion

3. Cohort Deletion Using Filters

4. Complete Data Deletion

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1. Individual Contact Deletion

Use this method when you want to delete a single customer.

Steps: a. Go to the Customers tab. b. Search or locate the contact you want to delete. c. Select the contact. d. Click on the Delete option.

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2. Deleting Multiple Selected Contacts

This method helps you delete multiple contacts at once.

Steps: a. Open the Customers tab. b. Use the checkboxes to select multiple contacts. c. Click on the Delete button.

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3. Deleting a Cohort of Customers Using Filters

You can delete a group of customers by applying filters.

Steps: a. Go to the Customers tab. b. Apply filters such as location, activity status, or last interaction. c. Once the filtered list appears, click on Delete Filtered.`

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4. Delete All Customer Data

This option removes all customer data permanently and is restricted for security reasons.

Steps: a. In the Customers tab, click on the Delete All button (top-right corner). b. Enter the OTP sent to the account owner’s registered phone number. c. After successful verification, the deletion will be processed. d. A confirmation message will appear. e. You will also receive a confirmation via email and WhatsApp.

Important Considerations

Permissions for Deletion

• Only users with the correct permissions can delete customer data.

• The first three deletion methods require permission from the account owner.

• Permissions can be configured in Custom Roles and Responsibilities.

Irrecoverable Action

• Once customer data is deleted, it cannot be recovered.

• Always double-check before confirming deletion.

Security and Compliance

• The Delete All option is protected with OTP verification.

• This ensures that only authorized users can perform large-scale deletions.