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How do I delete a single customer or certificate in CertCapture?

Overview

I need to delete a single customer or certificate in CertCapture 6.0

Environment

Avalara CertCapture

Resolution

  • Delete function is available on the certificate or customer view page.
    • Go to the customer record and click Delete in the upper right hand corner
    • For a certificate, go to that certificate > open the Validation tab > click Edit Certificate Validation > choose any reason > click Update Certificate Validation > then click Delete Certificate
      • Be sure there are no customers linked to the certificate you want to delete. If so, unlink the customer first.
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