Additional actions for a customer are available on the customer detail page by clicking the Actions button:
Find out more on the following pages:
- Click Delete customer to move the customer to the recycle bin (see Delete customer).
- Click Duplicate customer to create a copy of the relevant customer (see Duplicate customer).
- Click Transfer customer to move the customer to another portatour® target user (see Transfer customer).
- Click Move linked data to move data from one customer to another (see Move linked data).
It is possible to use the functions Delete customer and Transfer customer for several customers at the same time via the mass editing function (see Selection mode and mass editing).