Learn how to archive a Customer Profile, which hides it from active view.
New to the Customers Directory? Read the first article in this series for an introduction to the Customers Directory feature.
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Customers > Directory > Customer Profile
What prerequisites are there?
- Admin permissions or restricted permissions to View Customer List and Edit Customers.
Which Checkfront version supports this feature - classic, new, or both?
- The Customers Directory feature is available to both those using items (Inventory > Items), a key feature of our classic version of Checkfront, and those using products (Inventory > Products), a key feature of our newest version of Checkfront.
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New to Checkfront - Products ✨ Products (Inventory > Products) is the successor feature to (Inventory > Items) and is available in our newest version of Checkfront. Not yet on our newest version and interested in upgrading? Please get in touch with our Technical Support team for more information. Discover more product-related help articles here: Products (New). |
Archiving a Customer Record
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Find the Customer you need to archive within the Customers Directory and open their Customer Profile. Click the Archive button at the top-right of the Customer Profile page, to archive the Customer record and profile.
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Archiving the Customer record does not delete previous bookings from the system. |
Click the Activate button to return the Customer record to its previous, unarchived state.
In the next article within this series, we look at how to redact personal information when the Customer requests you to meet privacy regulations.
< Creating bookings from Customer Profiles | Redacting Customer Profiles >