How to move a customer to archived


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



  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
  3. all done! 

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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