Archive a Customer

Topic

Learn how to move a customer from your active customer list to your archived customer list. 

Web Instructions

1. Navigate to the Customers page.
2. Search for and select the customer you want to archive.
3. Select Options.
4. Select Archive Customer.
   
   

Note: Customers can be moved to archived if they have active Quotes, Jobs or Invoices, so it is recommended to ensure customers are up to date on all Quotes, Jobs, Invoices before Archiving.

Mobile Instructions

1. Navigate to the Customers page from the Navbar.
2. Search for and select the customer.
3. Select the three dots icon '...'.
4. Select Archive. 

Note: Once a customer is archived, they will no longer appear when searching for customers in Jobs, Invoices, or Quotes. To find an archived customer, Navigate to the Customers page > Select the Archived tab > Search for and select the archived customer. To use the customer again, open their customer profile and select Options > Restore Customer.

Additional Information

Head here for more info on Customer set up: How to Create Customers on Tradify Web