Removing old customers and leads from the partner portal.

[Mick Lenton]

Are you able to remove old customers or unused demo machines from you partner portal ? I have a few that are no longer used but cluttering up the interface.

 

[IrinaP_3CX]

Hello Mick,

Yes, you are able to unlink the subscriptions from your partner account.

You must be logged in to portal.3cx.com with the email address of the user that is listed as the ¨Owner¨.
Access My systems, locate the system you wish to disconnect, and click manage.
You should be able to find the option ¨Unlink¨ on the left-hand side in the section Partner.

I hope the above helps.

Best regards,
Irina

 

[Mick Lenton]

Hello Mick,

Yes, you are able to unlink the subscriptions from your partner account.

You must be logged in to portal.3cx.com with the email address of the user that is listed as the ¨Owner¨.
Access My systems, locate the system you wish to disconnect, and click manage.
You should be able to find the option ¨Unlink¨ on the left-hand side in the section Partner.

I hope the above helps.

Best regards,
Irina

Thanks Irina..

I'm not trying to unlink the owner I'm trying to shut down the record. We have made a few demo machines to play with but no longer need. If that unlinks the system does the record still exist in the 3cx world ? We were also looking at making system leads for customers to demo themselves before going ahead and if they don't go ahead with us we don't want their details sitting around unowned..

 

[IrinaP_3CX]

Hello Mick,

If by shut down the record, you mean deleting the 3CX account, there are 2 options:

1. Delete directly from the portal.3cx.com in the My Account section, while logged in with the currently registered email address.
2. Send a request to delete the account to our Customer Service Team at [email protected]. The request also must be sent by the account owner from the currently registered email address.

If it is required to delete only the particular subscription while keeping the 3CX account, it also can be done directly from the portal by accessing My systems and then clicking Manage and Delete, or on request sent at [email protected].

Best regards,
Irina