Deleting a customer is permanent and rare. For most cases, mark them Inactive instead — it preserves history.
If a customer has any jobs, invoices, calls, or payments, you can't delete them. Mark them Inactive.
When to mark Inactive (almost always)
- They moved away.
- They stopped using your service.
- They went out of business.
- They're a dead lead from months ago.
How to mark Inactive:
- Open the customer.
- Click the Lead status badge.
- Pick Inactive.
The customer disappears from the active kanban columns but stays searchable, and their history stays attached. You can reactivate later by setting the status back to Lead.
When to delete (rare)
- Test records created during onboarding.
- True duplicates created in error, where the duplicate has no jobs or invoices.
- Records created by a typo (e.g. spam booking).
How to delete:
- Open the customer.
- ⋯ → Delete customer.
- Confirm.
Only owners and admins can delete customers.
What gets deleted
If Run a Call lets you delete (i.e. no jobs/invoices exist), the customer record, their properties, equipment, notes, and tags all delete together. The deletion is soft — within 30 days, support can restore from the audit log.
What if I really need to remove someone with history?
Common reasons people ask:
| Reason | What to do |
|---|---|
| Customer requested data deletion (GDPR/CCPA) | Email admin@runacall.com. The team handles the lawful deletion path, which includes redacting PII while keeping the financial records (required for tax/audit). |
| Bad actor / fraud | Mark Inactive and tag Do not service. The kanban filters won't surface them and any future booking attempt flags for review. |
Reactivating
Soft-deleted within 30 days → support can restore. Marked Inactive → flip the status back at any time.