Hide Archive customers

Idea suggested by James Hyde 7 years ago

Is there a way to filter out 'Archived' customers in the customer view? I can see in a few years that the A-Z list will be unmanageable if you can't hide/show archived.

Would also be good to have a quicker way to archive old customers. Whether that be a way to sort customers by last transaction date, or just an 'archive' button in the customer list.

6 Replies

Hi James,

Sorry for misunderstanding your question, I now understand it. I have spoken to our developers and you cant currently hide archived customers in the customer list, however the archived customers shouldn't appear when creating an invoice.

I have also placed this issue in the Ideas section on our Network and this will be reviewed by our development team in the Clear Books software in the future.

Let me know if I can be of further assistance, if indeed this was helpful, or if this raises any other questions.

Sorry for the inconvenience,

Moheed
Customer

Any chance of this being implemented - a filter allowing us to Show/Hide Archived customers would be ideal!

This is an oldie but a goodie. We have 9500 'dead' customers and I would love to be able to hide them. It is a cluttered mess and it is only going to get worse.

I agree that this would be a welcome addition. Once a client is archived I see no reason for them to continue to show up as a supplier

is there any update on this? I am stuck with hundreds of old suppliers on my suppliers list that I haven't worked with for years

Hi Iain,

Unfortunately, this is not something we support at present. I can raise that for you as a request.

Kind regards,

Mohamed.

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