Archive a Customer

Permissions (72).png

Topic

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

 

Web 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.

 

Mobile Instructions

  1. Head to the 'Customers' page from the Navbar.
  2. From here search for and select the customer.
  3. 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

Was this article helpful?
0 out of 0 found this helpful

Comments

0 comments

Please sign in to leave a comment.