Customers and contacts
Deactivate or delete a customer safely
Deactivate or delete a customer safely in Pixie CRM: follow the supported route, review important fields and verify the result before moving on.
Where to goCustomers → Open customer → Actions
Before you startIf the screen or action is missing, ask a Pixie CRM administrator to check your role and whether the relevant module is enabled. Do not work around permissions by using another person’s account.
What this helps you do
This guide shows the supported Pixie CRM route for deactivate or delete a customer safely, the values worth reviewing and the checks to make after the action.
Follow these steps
- Open Customers → Open customer → Actions in Pixie CRM.
- Open the target record or setting and review its current status, linked records and recent activity before changing or removing anything.
- Review the controls that matter for this task: Customer status, Linked records, Open financial records, Portal contacts.
- Then check Deletion or deactivation approval. Use verified information and do not fill optional values with placeholders.
- Complete Deactivate or delete a customer safely using the supported action on the screen. If Pixie CRM shows a validation message, correct the underlying value instead of bypassing the control.
- Save or submit the change and wait for the success or completed state before navigating away.
- Reopen the record, status, activity timeline or resulting document and verify that Pixie CRM recorded the outcome you intended.
Fields and controls to review
Customer status
Linked records
Open financial records
Portal contacts
Deletion or deactivation approval
Checks before you finish
- Search for an existing customer before creating another.
- Verify primary contact and business email before portal access.
- Keep billing and shipping details aligned with the source.
- Review ownership and client-visible permissions after saving.
Permissions and record safety
Keep the change accountable.Use the least destructive action available, work inside your authorised role and preserve activity or audit evidence. Obtain any required approval before financial, privacy, signature or deletion actions.