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    kkharris

    Is there a way to clean out or delete all customers? We are attempting to find ways to allow our system to run more smoothly. It tends to run so slow it is impossible for users and customers to access in heavy peak times. We thought we could clear out some data to relieve it possible? Other ideas?

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    Shawn Reiterman

    kkharris - I recommend adding a support ticket with more details about what happens when customers and staff cant access the system. We might be able to assist with making adjustments that could improve your account performance. More information about deleting customer records is available in the following article: https://apptplus.zendesk.com/entries/71627546-How-to-Delete-your-Customer-Database

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    Stephanie

    i too would like a way to mass delete clients when we are done with a project and they will no longer need to access the system.  

    but what i want to know right now is there a way to add different search criteria to the drop down menu Search By when looking for clients?  it mentions fields above, but no way to add a criteria - i need to look up all the clients assigned to a particular location.

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    Shawn Reiterman

    Staphanie – I hope the work around of adding a search option for Client Type makes it easier find the clients assigned to each location. I’ll close out the support ticket you created as well. Let us know if you have any other questions. 

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