The Handle customers window is located in the left part of the application:
In this window, you can search for customers. The following information is displayed (if saved in the customer object):
• First name
• Last name
• Email address
• Phone number
• Last interaction time: the last time that the customer has some kind of interaction with the business, i.e a visit or appointment. This may be a date in the future, for example if the customer has a scheduled appointment.
• Deletion time: the date and time when the customer data will be deleted, due to the set retention policy and the last interaction time.
Then, when a customer has been found, you can perform the following actions, all described in more detail below:
• Edit the retention policy for the customer
• Export the customer information
• Delete the customer and all data
Edit the customer retention policy
For customers, you can edit the retention policy set to that customer.
1. Click Edit. The following window is displayed:
2. Select the wanted retention policy from the drop-down list.
3. Click Save.
When the retention policy is changed, this will affect the deletion time of the customer.
Delete the customer information
To delete all available data about the customer, click the Delete in the Handle customers window. You will be asked to confirm the deletion:
It is not possible to delete customers that have future appointments. If you want customers to be deleted as soon as possible, you can select direct as retention policy for that customer. It will then be deleted as soon as there are no future events for that customer.
Export the customer information
To export the customer information, click the Export button, . In the popup, confirm that you want to export all information:
Note that the export process may take a while.
The customer information will be exported to a JSON file with the file name format:
<firstname>_<lastname>.json
The file is downloaded depending on your browser download settings.
. The following window is displayed:
When the retention policy is changed, this will affect the deletion time of the customer.
in the Handle customers window. You will be asked to confirm the deletion:
. In the popup, confirm that you want to export all information: