Remove a customer

If you no longer work with a specific customer or want to free up the associated licenses, you can remove the customer from Milestone Customer Dashboard.

When you remove a customer, all associated licenses are listed as Unspecified on the Licenses page.

  1. In the main menu, select Customers .
  2. Select the customer that you want to rename and select Details .

    The Details button for editing a selected customer in Milestone Customer Dashboard.

  3. Select Remove customer .

    The Remove customer button located on the Customer details page in Milestone Customer Dashboard.

  4. Select Yes to confirm that you want to remove the customer.

    The Remove customer window in Milestone Customer Dashboard.