Managing Customer Types
Use this guide to clean up your workspace by archiving old customer types, viewing your archived history, or restoring a record if you need it back.
Archiving a Customer Type
Archiving hides a customer type from your daily view without permanently deleting its history.
Navigate to Setup → Customer Types and find the specific record you want to archive.
Click the three vertical dots (⋮) located on the far right side of that record's row.
Select Archive from the dropdown menu.
When the confirmation prompt appears, click Archive to finalize.
Viewing Archived Records
Once archived, records are hidden from your main list. You can view them at any time using filters.
Navigate to Setup → Customer Types and click the Filter button.
Tick the box for View archived records, then click Search and Filter.
Unarchiving a Record (Restoring)
If you need to use an archived customer type again, you can bring it back to your active list.
Follow the Viewing Archived Records steps above to bring up your hidden list.
Click the three vertical dots (⋮) to the right of the archived record.
Select Restore from Archive from the dropdown menu to make it active again.