Ability to "Archive" Customers

Thanks, Joe.

Breww will never delete a customer from QuickBooks under any circumstances, so you don’t need to worry about that. For similar reasons, if you try to delete a customer in Breww that’s had invoices, Breww will instead “mark them as deleted” rather than actually delete them.

To filter them out of the main list of customers before Breww has native functionality for this, you could:

  • Create a customer tag of “Archived”.
  • Apply the tag of “Archived” to all customers that you’d like archived.
  • Create a customer list named “Active customers” and make it a dynamic list to only include customers that don’t have the “Archived” tag.
  • Switch to view this list on the main customers page.

I know that’s not perfect, but it should be helpful in the short term and would also mean that when proper “archiving” functionality comes to Breww, it would be easy for you to find the list of customers who need archiving.