Archive a customer

Created by Lewis Hayward, Modified on Wed, 31 May, 2023 at 5:00 PM by Lewis Hayward

To archive a customer, navigate toward the Customers tab on the left-hand side taskbar. Identify the required customer you wish to remove and select the Archive option under the Action list on the right-hand side. 



To recover or view an archived customer, you can find them displayed on the Customers page by using the drop down menu next to the Search Bar. Select the Archived option on the drop down menu to reveal any archived customers.


To recover a customer, identify the required customer you wish to recover and select the Restore option under the Action list on the right-hand side. 

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