Applies to: Managers & Admins ONLY
Customers cannot be deleted in Endear; however they can be archived. This will prevent Users from contacting or viewing any information with a customer. A customer can always be unarchived at any time.
How to archive a customer
Overview:
Select a customer in an Audience you'd like to Archive
Click on Actions in the top right
Click on Archive
1. Find a customer in an Audience you'd like to Archive
2. Click on Actions in the top right
3. Click on Archive
How to unarchive a customer
Here is how you can Unarchive a previously archived customer.
Overview:
From the All Customers Audience click Filter
Select the Archived filter and choose Yes
Click on the Customer you'd like to unarchive
Click on Restore
1. From the All Customers Audience click Filter
2. Select the Archived filter and choose Yes
3. Click on the Customer you'd like to unarchive
4. Click on Restore
How to bulk archive customers
Here is how you can archive a list of customers. Keep in mind this process runs in the background and may take some time to fully complete.
Overview:
Visit or create the audience of customers you want to archive
Select all customers on the page
Click Select all 100+ customers
Click Bulk Edit
Choose Archive Customers
Tap Next and confirm
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