How to archive customers

Archive your customers

1) Archive your customers

Follow these steps to archive your customers:

• In menu Customers click on the customer you want to archive. A pop up with the customer information pops up > click on the 3 dots > Archive Customer
  
  

  

   

   

• A pop up appears asking if you are sure that you want to archive this customer.
  Click on: 'Yes, archive Customer'.
  
  

  

2) How to de-archive your customers

To de-archive an archived customer you have to follow the next steps:

• Go to menu Customers > Overview > Filter. Now a pop-up appears.

• Scroll down to Current /archived customers and select 'Archived Customers' and click on Apply filter.

  

   

   

• Now you have a list of your archived customers.
  Select the customer you want to de-archive > 3 dots > Restore customer

  

• A pop-up appears to confirm. Click on 'Restore customer'. Now the archived customer is back in your customers list.