Deleting a contact in OneBookPlus is a soft delete. The record is hidden from your contact list and from the pickers you choose a client in, and the underlying row is kept.
Why it works that way
An invoice is a legal document. If deleting a customer really removed them, every invoice, quote and booking that named that customer would be left pointing at nothing, and your accounts would stop adding up.
So after a delete:
- The contact disappears from the contacts list and from search
- Invoices, quotes, bookings and payments that already reference the contact keep working, and keep showing the name
- Your reports and your BAS figures do not move
What it does not do
Deleting a contact does not cancel their bookings, void their invoices or stop a reminder that is already scheduled. Deal with those first if that is what you actually want.
If you deleted the wrong one
Contact support and tell us the name. Because the row is kept rather than destroyed, restoring it is a small job rather than a rebuild.
Deleting to fix a duplicate
That is the right use of it. Move anything you need onto the record you are keeping first, as finding duplicate contacts sets out.
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