Deleting an account can only be performed by admin-level users.
To delete a company that is closed from your Account List:
- Select Account
- Select Edit Account
- Click the red "Delete Account" button on the left-hand side of the screen
- Select "OK" to confirm
The account and history will be deleted and cannot be undone.
To make an account inactive:
- Select Account
- Select Edit Account
- Select 'Active"
- Select "NO" in VinoSmith
The account and history will still be saved but won't show up on your list.
You can access an inactive Account by:
- Select Accounts
- Filter by Account Status - select Disabled to see who's been inactivated.
Don't forget to update your accounting software as well!