Delete a customer/work address reminder

You can delete a reminder linked to a customer/work address. This is useful if someone has made a mistake, or if it is no longer applicable.

Once you delete the reminder it will be removed from the customer/work address history. It will be as if the reminder was never created. This action cannot be reversed.

Watch a quick video showing you how to delete a reminder

Or read how to delete a reminder

  1. Search for the customer/work address

  2. Click on the customer/work address name to open their account. Navigate using the tabs across the top. Click Reminders

  3. You will see a page with reminders. Click Delete next to the reminder you wish to remove

  4. To ensure you haven't clicked delete by mistake you will need to type 'delete' into the box and click Delete

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