Help us improve

List Archived Customers Separately

We are trying to tidy up our records, so we started to archive some of our old customers. However, these customers still appear ins search results even when archived, which can lead to colleagues entering invoices on to the incorrect customer.

I totally understand that you need access to these archived customers to you have the ability to unarchive them. Would it not be better to have a list of just archived customers for this purpose, and when searching have the ability not to show archived records?

  • Guest
  • Mar 13 2018
  • Acknowledged
  • Attach files