How do I delete an applicant?

You can either mark an applicant as inactive or you can archive them which will move them to your customer archive.

To mark an applicant as inactive first find the applicant, go the edit page and untick the 'Active Applicant' tick box.

To archive a customer, follow the steps below:

  1. Find the applicant using the Applicants list or customer search
  2. Select the applicant from the list
  3. Click on the applicants name to edit the applicants details
  4. Click the 'Archive' button to archive the applicant

You can Restore an applicant at any time. Simply search for an applicant using Find Customer and make sure 'Include archived' is ticked. Then edit the applicant and click the 'Restore' button.

Video Guide

Topic: Applicants

Related Help