How to delete a customer we used as a dummy client for transactions training on the system
To delete a customer you must delete every single thing you have done - ie invoices / patients histories everything
Alternatively just deactivate them.
Personally we don't use the production system for training. We set up a training system.
We had a second install (with its own domain) when starting out.
The staff used the "training" version.
We used the training version to trial new processes/templates for a while too.
Cheers
Matt
Re: Delete customer transactions
To delete a customer you must delete every single thing you have done - ie invoices / patients histories everything
Alternatively just deactivate them.
Personally we don't use the production system for training. We set up a training system.
Re: Delete customer transactions
We had a second install (with its own domain) when starting out.
The staff used the "training" version.
We used the training version to trial new processes/templates for a while too.
Cheers
Matt