Archive a customer
- On Customers, open the customer's row menu and choose Archive.
- To archive several, tick them and click Archive in the bar.
To bring one back, click the Show Archived icon, open their row menu and choose Restore.
Delete a customer
- Choose Delete from their row menu, or open their profile and choose Actions, then Delete Customer.
- Read the dialog. It tells you about anything attached, such as quotes that will be deleted too.
- Click Delete.
Important
Deleting can't be undone. Their bookings, quotes, vehicles, notes, files, messages and warranties are deleted with them.
Good to know
A customer with invoices can't be deleted, because invoices are financial records. Archive them instead. On the Customers page, the dialog offers Archive Instead.