Archive a Customer

Who can use this?

Platform: Web | Mobile            Plan: Lite | Pro | Plus            Staff Permission: Settings

Topic

We will show how to move a customer from in your list to Archived. 

 

Instructions

  1. Head to 'Customers' > pick the customer you want to archive
  2. Click 'Options' > 'Archive Customer' Screenshot 2023-09-12 at 11.40.08 AM.png

Please note that customers cannot be moved to archived if they have active Quotes, Jobs or Invoices.

 

Additional Information

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

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