Archive and Delete

Archive a customer who is no longer active. Delete a customer only when the record was created by mistake.

Requirements: The customer update permission to archive or restore, and the customer delete permission to delete. The Owner and Manager roles hold both.

Archive or restore a customerCopy Anchor Link

1. Select Customers in the sidebar.
2. Open the row menu of the customer.
3. Select Archive. To bring an archived customer back, select Archived next to Status and select Restore in the row menu.

The toast Customer archived or Customer restored confirms the change. The customer page offers the same Archive and Restore buttons. An archived customer shows the word Archived under the name.

An archived customer leaves the default list. The record keeps its deals, notes, documents and messages.

Delete a customerCopy Anchor Link

1. Open the row menu of the customer.
2. Select Delete.
3. In the dialog Delete and the customer name, select Delete customer.

The toast shows the customer name followed by was deleted.

Change several customers at onceCopy Anchor Link

1. Select the checkbox of each customer in the list.
2. Select Archive or Restore in the bar that shows the number of selected customers. The button reads Restore when every selected customer is archived.
3. For a deletion, select Delete and confirm.

A toast reports the customers that changed and the customers that could not change.

NotesCopy Anchor Link

• A customer with deals cannot be deleted. The message reads This customer has deals. Archive them instead so the history is kept.
• A deletion cannot be undone.
• In a bulk deletion, customers with deals are kept and reported.