Topic
We will show how to move a customer from in your list to Archived.
Web Instructions
- Head to 'Customers' > pick the customer you want to archive
- Click 'Options' > 'Archive Customer'
Please note that customers cannot be moved to archived if they have active Quotes, Jobs or Invoices.
Mobile Instructions
- Head to the 'Customers' page from the Navbar.
- From here search for and select the customer.
- Once in the customer, press the three dots and select 'Archive'.
Additional Information
Head here for more info on Customer set up: How to Create Customers on Tradify Web
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