A Customer file can be fully and permanently deleted (this is an irreversible action), or simply archived. Full customer deletion is actioned in the Web App.
A Customer can be Archived in the iOS app from the Customer List
Tap Customers, scroll to find the specific customer from the Customer List
You can either:
- Swipe the customer's name to the left, to reveal the Archive button, then tap on it, or
- Tap the customers' name, tap the Actions icon, then tap Archive Customer
Tap Cancel or Yes, Archive in the Archive Customer pop-up
It is possible to restore archived Customers: How do I restore an archived Customer?
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