Overview

To help protect your customer data, our system requires a One-Time Password (OTP) when deleting a customer. This added security step helps prevent accidental or unauthorized deletions.

This article will guide you through how the Customer Deletion OTP works and how to resolve common issues.

How the Customer Deletion OTP Works

When deleting a customer, you will be required to complete the following steps:

1. Click the Delete icon on a customer record

2. Select a reason for deletion

3. Type the required confirmation word exactly as shown

4. Click Send OTP

5. Check your email for the OTP code

6. Enter the OTP in the system

7. Click Confirm and Delete

Once completed, the customer will be permanently removed from the system.

Setup Employee Customer Deletion Permission and Generate Deletion OTP

In this video, you'll learn how to manage customer deletion permissions for employees and use the security features available in Client Dispute Manager. We'll show you how to enable or disable deletion permissions, complete the OTP verification process before deleting customers, and use Customer Deletion Activity to track who deleted a customer, when the deletion occurred, and the associated IP address.

Important Notes About OTP

• The OTP is sent to the email address used to register your account

• The OTP is valid for:

  • 60 minutes, or

  • Up to 50 customer deletions (whichever comes first)

• You can reuse the same OTP within this limit without requesting a new one

🔧 Troubleshooting: Not Receiving the OTP
 

If you did not receive your OTP, try the following:
 

1. Check Your Spam or Junk Folder

Sometimes OTP emails may be filtered into spam or other folders depending on your email provider.

Follow the steps below based on your email:

For Gmail Users

1. Open your Gmail inbox

2. Look at the left sidebar and click “Spam”

   • If you don’t see it, click “More” to expand the menu

3. Also check the following tabs at the top of your inbox:

   • Promotions

   • Updates

4. Use the search bar and type:

   • OTP or the name of the software

5. If you find the email:

   • Open it

   • Click “Report not spam” to ensure future emails go to your inbox

For Hotmail / Outlook Users

1. Open your inbox

2. Click the “Junk Email” folder on the left side

3. Check the “Other” tab (next to Focused Inbox)

4. Use the search bar to look for:

   • OTP or the software name

5. If found:

   • Right-click the email

   • Select “Mark as not junk”

For Yahoo Mail Users

1. Open your Yahoo Mail inbox

2. Click the “Spam” folder on the left

3. Check your main inbox and scroll through recent emails

4. Use the search bar and type:

   • OTP or the software name

5. If found:

   • Open the email

   • Click “Not Spam” to move it to your inbox

2. Confirm Your Registered Email Address

Make sure you are checking the correct email inbox associated with your account.

The OTP is only sent to the email used when you registered in the system.

3. Wait a Few Minutes

Email delivery may take a few minutes depending on your email provider.
Wait 2–5 minutes before requesting a new OTP.

4. Click “Send OTP” Again

If you still haven’t received the code, click Send OTP again to generate a new one.

5. Check Email Storage or Filters

Make sure:

• Your inbox is not full

• There are no filters blocking incoming emails

6. Setup a different email address

Under Company:

1. Go to Company Settings

2. Click Edit Settings at the bottom

3. Setup a different email under Company Email.

Generate the OTP again and check this new email for the OTP Code.

7. Contact Support

If you still do not receive the OTP after trying the steps above, please contact support for assistance.