Xcitium Platform

• Introduction To Quote Manager
  • Quick Start Guide
  • Login To The Quote Manager Module
  • The Quote Manager Admin Console
• The Home Screen
• Manage Items
  • Add A New Item
  • Add Bulk Items
  • Edit An Item
  • Archive Out-Dated Items
• Manage Customers
  • Add A New Customer
  • Edit A Customer
  • Archive A Customer
• Manage Quotes
  • Generate A New Quote
  • Answer Feedback And Process Quotes
  • Set A Reminder
  • View Quote Activity
  • Archive A Quote
• Manage Quote Templates
  • Create A New Quote Template
  • Remove A Quote Template
• Settings
  • Personal Settings
  • My Company Settings
    • General Settings
    • Quote Appearance Settings
    • Quote Parity Settings
    • Quote Currencies Settings
    • Configure Email Templates
    • Configure Company Settings
    • Configure Tax Rates
• Reports
  • Top Statistics
  • View Revenue Statistics
• About Comodo Security Solutions

Archive a Customer

You can archive companies for whom you no longer need to generate quotes. This will remove them from the list of active contacts. You can re-add the customer at anytime if required.

• Open the 'Customers' interface by clicking 'Customers' from the left side navigation

• Click on the Archive icon at the right end of the customer row

Alternatively, click on the customer to view the contact details, click the 'Options' button from the top right and choose 'Archive' from the drop-down.

The customer will be archived and will not be available for selection while creating a quote.

• Open the 'Customers' interface by clicking 'Customers' from the left side navigation

• Choose the customer type from the left drop-down beside 'Filter'

• Choose 'Archived' from the right drop-down

• To re-add an archived customer to default available customer list, click the 'unarchive' icon at the right end of the customer row.