Overview
Customer data can be edited at any time on the customer detail page. You can change master data, add notes or delete a customer entirely.
Only admins can delete customers. Masters and Office users can edit customers. Journeymen have no access to customer management.
Editing customer data
- Go to Customers and click on the desired customer
- Click the Edit button in the top right
- Change the desired fields (company name, address, contact person, email, phone)
- Click Save
You'll be redirected back to the customer detail page automatically.
Adding notes
On the customer detail page you'll find a yellow note field. Use it for internal notes – e.g. special agreements, payment behaviour or directions.
Notes are only visible to your team and are never printed on invoices or quotes.
Deleting customers
When deleting, Meistify distinguishes two cases:
Customer without invoices
The customer is completely removed from the database – including all linked construction sites and orders without finalised invoices.
Customer with invoices
Customers with finalised invoices cannot be deleted for legal compliance reasons. Instead, the customer is anonymised:
- All personal data (name, address, email, phone) is removed
- The customer appears as "Anonymised customer" in existing invoices
- Invoice data is preserved for accounting purposes
To delete a customer:
- Go to the customer detail page
- Click Actions → Delete customer
- Confirm in the dialog
Deletion or anonymisation cannot be undone.