In order to delete a Customer record, it is necessary to identify another customer in the database to which certain important historical information can be "re-assigned" so that it does not get lost when that customer is deleted. For example, case histories belonging to that customer may be valuable in terms of building up the knowledge base. These will not be deleted, but will be re-assigned to the customer you designate for this purpose. The "assignee" may be a real or a dummy customer, as long as it has a customer record in the database. Case histories from multiple customers may be re-assigned to a given assignee.Accordingly, you are asked to provide the Customer Id for this "assignee" customer on the accompanying form.
Deleting a Customer Record brings with it a number of these ripple effects throughout the database that you should be aware of before you perform such a deletion. These effects may be summarised as follows:
- Customer Records These will be permanently deleted from the database, including Name/Adress. any associated notes, etc.
- Assets. Any asset assigned to this customer will no longer be assigned. The Asset record itself will not be deleted - merely its association with this customer.
- Cases. Any cases associated with this customer will not be deleted. - Their problem description and subsequent resolution are important knowledge that should not be lost. Thus the cases will be re-assigned to "belong" to the custoer record specified for this purpose.
- Customer - Tech Assignment. If a Support Technician has been assigned to this particular customer, this relationship will be removed from the database.
- Customer - Group Assignment. If a Customer was classified as belonging to a specific group. this relationship will be removed from the database.
- Schedule. If a calendar schedule event exists that references this Customer, it will be "re-assigned" i.e. it will be modified to reference the customer record specified for this purpose
- Survey Results. Any Survey Results associated with this customer will be "re-assigned" i.e. they will be modified to reference the customer record specified for this purpose
- Invoice. Any Invoices associated with this customer will be "re-assigned" i.e. they will be modified to reference the customer record specified for this purpose
- Media Reservation Schedule. Any Reservations held by this customer will be "re-assigned" i.e. they will be modified to reference the customer record specified for this purpose