Archiving Customers

You can archive customers in a few clicks on the Admin Panel.

This is a great alternative to deleting customers if you want to:

• Hide inactive customers
  Clean up your customer list quickly.

• Keep your reports accurate
  Save data that could affect reporting when the customer record is deleted.

• Maintain an audit trail
  Keep files from past customers including any signed contracts or agreements.

• Review related records before deleting the customer record
  Identify connected records that would be affected by deleting the customer record.

For example, if you're responding to help-desk requests using the Open AI integration, deleting customer records will also delete associated help-desk messages used by the AI to reply. To make sure your help-desk continues to provide accurate information, you can archive your customer instead.

1. Log in to dashboard.nexudus.com if you aren't already.

2. Click Operations > Members and contacts

3. Tick the checkbox next to every record you want to edit.

4. Click Archive xx records in the Bulk actions menu.

5. Click Yes, do it to confirm.

All set! You have successfully archived your customers. You can restore customers in a few clicks if you need them again.