Archiving a Customer:
Click the “Customers” button on the top navigation page to view the Customers page.
Select the Customer or use the search bar to the top right and enter the Customer name, mobile, email or reference.
Click the arrow (manage) to load the Customer overview page (this can also be clicked on the Customer information line).
To the top left of this screen are the Customer details, click the little pencil icon to bring up the “”Edit Customer” window.
Click the “ARCHIVE” button to the bottom left on this window to hide the Customer from view on the Customers page.
In order to view archived Customers, navigate back to the Customers page and locate the search bar to the top right. Click the three vertical dots to the right of this and tick the “Show archived Customers” option.