Hi,
It would be great to have a way to archive customers that haven’t ordered in a while, so that their information and order/activity history etc. is retained, but they are no longer considered “active” and so are hidden or categorised differently when searching on Breww. Xero has this as a feature, which ideally would be triggerable from Breww when an account is archived.
Is this something you’ve looked at before, and might be doable?
Cheers,
Greg
Hi Greg,
Thanks for getting in touch.
At the moment, all you can do is ‘delete’ a customer, which will remove them from your customer lists. Their data is not deleted, and you can still click through to their page from invoices etc, where you can view their data and restore them if needed.
We could add something in between, such as an ‘inactive’ badge, and the ability to show/hide in-active customers on the main customer list.
I’ll add this task to the list and let you know when it’s done.
Cheers,
Matt
Hi Matt
On this - if we were to do Sales/order reporting, would the data from these ‘‘deleted’’ customers still show up in reports?
Hi Alexa,
Yes, they would and you can also go to one of these orders and still click through to the “deleted” customer. From there you can restore them too if needed, they just don’t show in the lists of customers.
Let me know if you have any other questions on this.
Cheers,
Joe