Removing customers from your database in Katana is fairly straightforward. Whether you need to delete a single customer or multiple entries at once, this guide provides clear steps to ensure your contacts screen remains accurate.
Delete Customers individually
Navigate to the Sell screen > Customers tab, and choose a customer by clicking on them. This will open a customer card.
Click the 3-dots at the top corner of the customer card and select Delete from the drop-down menu.
Delete Customers in bulk
Navigate to the Sell screen > Customers tab and check all of the boxes for customers you want to delete. (You can also select the top checkbox, hold the Shift key, and click the final contact checkbox and all the contacts in between will be selected.)
You should see a trashcan icon near the top right of the table. Click this to delete the selected customers.
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