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Once you have filled out the form, select “Save” at the bottom of the page. To return to your customer list without saving, select “Back to Customers” in the top left corner of the page.
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Removing a Customer
If you are contacted by a customer who wishes for you to remove any PII (personally identifying information) or need to delete a customer’s profile for any reason, you can remove their profile. Simply select the “Delete” button to the right of the customer’s name (under the Actions column). To delete multiple customers at once, select the checkbox next to the customers whose information you wish to delete, and then select the “Remove” button at the top of the customer list.
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