Archive a Customer
You can archive companies for whom you no longer need to generate quotes. This will remove them from the list of active contacts. You can re-add the customer at anytime if required.
To archive a customer
- Open the 'Customers' interface by clicking 'Customers' from the left side navigation
- Click on the Archive icon at the right end of the customer row
Alternatively, click on the customer to view the contact details, click the 'Options' button from the top right and choose 'Archive' from the drop-down.
The customer will be archived and will not be available for selection while creating a quote.
To view the list of archived customers
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Open the 'Contacts' interface by clicking 'Contacts' from the left side navigation
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Choose the customer type from the left drop-down beside 'Filter'
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Choose 'Archived' from the right drop-down
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To re-add an archived customer to default available customer list, click the 'unarchive' icon at the right end of the customer row.