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Customers: How to Archive a Customer

Removing a customer from your active list without deleting their history.

Updated over 3 weeks ago

To remove a customer from your active list without deleting their history:

  1. Locate Customer: Find the client on the Customer List Page.

  2. Open Menu: Click the Three Dot Menu on the far left of the customer row.

  3. Archive: Select Archive Customer and confirm the action in the popup.


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