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- Forrest ConsultingArchive a customer
Help Article
Archive an old contact so that they do not appear in drop down lists.
Links
Steps
1. Navigate “Sales > Customers,” click name of customer you wish to Archive
2. On edit customer details page click “More Settings”
3. Select option to “archive customer” under “Other Information”
4. Check customer appears as archived in “Customers”
Archiving a customer removes them from any drop down lists, if the Customer has no payments associated with them you can also delete them.
Step 1.
Navigate “Sales > Customers” and click on the name of the customer you wish to Archive.
Customer To Archive Highlighted
Step 2.
On the edit customer details page click “More Settings”.
Step 3.
Under “Other Information” select Yes from the “Archive” field, then click “”Save.”
Edit Customer Details Page
Step 4.
After clicking “Save”, Navigate “Sales > Customers.” The customer will appear in the customer list as Archived.
Customer Archived
