Archive customers

You cannot delete customers in Rotessa, but you can archive them and preserve transaction history to be viewed in the future.

Archiving a customer will remove any future transactions scheduled and will prevent any new transactions from being scheduled.

How to archive customers

To archive one customer,

1. Start on the customers page
2. Select the ellipses (three dots) beside the customer you want to archive
3. Select archive

To archive multiple customers

1. Start on the customers page
2. Select the boxes beside the customers you want to archive and select archive

Once a customer is archived, you can find them on the customers page by selecting archived from the all filters menu next.

How to unarchive customers

To unarchive one customer,

1. Start on the customers page
2. Select archived from the all filters menu to show your archived customers
3. Select the ellipses (three dots) beside the customer you want to unarchive
4. Select unarchive

To unarchive multiple customers

1. Start on the customers page
2. Select archived from the drop-down menu next to the search bar to show your archived customers
3. Select the boxes beside the customers you want to unarchive and select unarchive