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How to remove a customer

Remove a customer from your Customers screen. Their orders stay, and you can add them back with their email address.

Removing a customer takes them off your Customers screen (WithWine's CRM). It doesn't delete their orders.

How to remove a customer

  1. Click Customers in the left-hand menu, then click the customer's name.

  2. Click Remove Customer.

  3. Read the message and click Proceed. Click Dismiss if you change your mind.

  4. Click Back to return to the list.

What happens next

  • The customer no longer shows on the Customers screen.

  • Their orders stay on the Orders screen, under their name.

How to add a removed customer back

  1. On the Customers screen, click + Add Customer.

  2. Enter their email address and click Save.

Their orders, notes and history come back. Check their details afterwards, such as their date of birth and whether they should be on your mailing list. See "How to add a customer".

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