Update customer records as contacts, sites, or billing arrangements change.
What you can edit
Customer name and notes
Contact and address details on customer sites
Billing details and billing groups
Preferences shown on the customer profile
Active or archived status
What cannot be changed
Which WasteConnect organisation owns the record (set at creation)
Archive vs delete
Archive inactive customers to hide them from day-to-day lists while keeping job and invoice history.
Delete is only available when the customer has no jobs. If jobs exist and you must remove a duplicate, use merge or contact support.
Best practices
Keep phone and email current for site contacts.
Put gate codes, access restrictions, and site conditions in driver notes or site notes.
Prefer archive over delete when historical jobs exist.
Merge customers
To move all sites, billing groups, jobs, and invoices from one customer into another:
Open the customer you want to dissolve.
From Actions, choose Merge into another customer.
Select the target customer.
This cannot be undone. Confirm you have chosen the correct target before proceeding.