Edit and delete customers

The Customer Number and Parent fields can't be edited once a complete exemption has been associated with a customer. This includes inherited exemptions as well.

Edit a single customer

1. Go to Settings > Customers and click on the customer you want to edit.
2. The customer details will appear in a side panel. Make your changes, then click Save.
   
   

   

Edit multiple customers at once

1. On the Customers page, select the customers you want to edit.
   • You can use filters to narrow the list of customers to choose from.
   • To select all the customers on the current page, click the box next to Customer Name. To select all customers on all pages, click the box next to Customer Name and then click Select all # results, where # is the number of customers in your filtered list.
     

     You can edit a maximum of 40,000 customers at once. If you select more than 40,000 customers, the bulk edit function will not be available.

2. Click the Download button.
   
   
   
   
3. A message will appear confirming the number of customers you want to download. Click Continue.
   
   
   
   
4. A message will appear saying that CertManager is preparing a download. You can view the status of the job by clicking View Downloads on the message or by going to Uploads and Downloads > Downloads.
5. Once the job status is Ready, it's available to download. Hover over the job, then click the three vertical dots and click Download.
   
   
   
   
6. An XLSX file will be downloaded to your computer (Customers download.xlsx). Open the file and edit the customer information, then save your changes.
   • Removing any data fields will remove that data from CertManager when you upload the edited file.
   • Customer name and Customer number are required fields and cannot be removed.
   • Don't edit or remove anything in the Customer id column, otherwise you won't be able to upload the edited report.
7. Go to the Customers page in CertManager and click Upload.
8. Click Making changes to existing customers, then click Next.
9. Drag and drop the file with the edited customer information into the box or by click Browse and select the file from your computer, then click Upload.
10. A message will appear saying that the file has been added to the upload queue. To view the status of the upload, go to Uploads and Downloads. Once the file has been uploaded, your changes will be applied to the selected customers.

Delete a customer

You can't delete customers that are associated with active exemptions (including inherited exemptions on children) or exemptions synced to GTD, customers that have been included in a previous email campaign, or parent customers with associated child customers.

1. Go to Settings > Customers and hover over the customer you want to delete, then click the Delete icon. You may have to scroll to the end of the row to see the icon.
   
   
   
   
2. A message will appear with additional information about deleting a customer. Click Remove to delete the customer.