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How to edit, merge, or archive a customer

Update customer information, merge duplicate customer profiles, or archive customers who are no longer active.

Edit a customer

You can update a customer's information at any time.

  1. In the left-hand navigation bar, click Customers.
  2. Find the customer you want to update.
  3. Click the three-dot icon on the right side of the customer's row.
  4. Select Edit.
  5. Update the customer's information.
  6. Click Save.

The customer's information will be updated immediately.

Please note: If you need to update a customer's On-Site or Accounting contacts, click into the customer's profile and then the Contacts tab. See the article: How to Add or Edit a Customer Contact.

Merge customers

If you have duplicate customer profiles, you can merge them into a single customer. This will merge their contacts and orders into one customer profile. 

Important: Merging customers cannot be undone. Make sure you select the correct customers before completing the merge.

  1. In the left-hand navigation bar, click Customers.
  2. Find the customer you want to merge.
  3. Click the three-dot icon on the right side of the customer's row.
  4. Select Merge.
  5. From the Customer dropdown menu, select the customer you want to merge the selected customer with.
  6. Click the Merge button to complete the merge.

Merging is useful when the same customer has been accidentally created more than once.

Archive a customer

Customers cannot be deleted, but you can archive a customer if they are no longer active. Archived customers are hidden from the main Customers list by default and are no longer available for selection when creating orders.

  1. In the left-hand navigation bar, click Customers.
  2. Find the customer you want to archive.
  3. Click the three-dot icon on the right side of the customer's row.
  4. Select Archive.
  5. Click the Archive button to complete the archive.

View or restore an archived customer

  1. Open the Customers page.
  2. Click the Filter button and apply the Archived filter.
  3. Find the customer you want to restore.
  4. Click the three-dot icon on the right side of the customer's row.
  5. Select Unarchive.
  6. Click the Unarchive button to restore the customer.

The customer will be restored to the active Customers list and will be available for selection when creating orders.