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Delete Smart Field to the Employment Application

Delete Smart Field to the Employment Application

Aug 6th, 2022

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How to Delete Smart Field to the Employment Application

4.7 out of 5

62 votes

In this video tutorial, Brannon from My Service Depot explains how to properly delete customers in Smart Service. He emphasizes that deleting a customer isn't simply about removal; rather, it involves hiding the customer record. To delete a customer, start at the home screen, navigate to contacts, search for the customer’s name, and open their record. Click "Delete Customer" and confirm the action. This returns you to the search screen, and upon refreshing (F5), the customer appears to be deleted. However, if the customer remains active in QuickBooks, they are not entirely removed but hidden, meaning they can still be accessed later if needed.

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