---
title: "How to Edit, Archive, and Delete Customers"
url: "https://help.ontraccr.com/en/article/how-to-edit-archive-and-delete-customers"
language: "en"
last_updated: "2025-06-08T18:34:47.575Z"
---

# How to Edit, Archive, and Delete Customers

## **📝 Editing, Archiving, and Deleting Customers in Ontraccr**  
 

Once a customer has been added to your Ontraccr account, you can easily update their details, archive them for later use, or permanently delete them. This article explains how each of these actions works within the **Contacts > Customers** tab.

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## **✏️ How to Edit a Customer**

### Step-by-Step

1.  Navigate to **Contacts > Customers**
2.  Use the **Search Bar** to find the customer
3.  Click the **Edit (✏️) icon** next to the customer's name
4.  The **Edit Customer slider** will open (same format as Add Customer)
5.  Make the necessary changes
6.  Click **Next** → **Submit**

🧠 **Tip:** All editable fields from the original creation process can be updated here, including:

-   Contact info
-   Billing preferences
-   Labels
-   Addresses
-   Custom fields (if configured)

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## **📦 How to Archive a Customer**

Archiving removes the customer from your active view but keeps their data accessible.

### **Step-by-Step**

1.  From the **Edit Customer** slider, click the **Archive** option
2.  Confirm the action

### **How to View Archived Customers**

1.  Click the **Filter** button at the top of the Customers tab
2.  Uncheck **Active**, and select **Archived**
3.  You’ll now see all archived customers

📌 Archiving is useful when you no longer work with a customer but want to retain their historical data.

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## **🗑️ How to Permanently Delete a Customer**

You must archive a customer before you can delete them.

### Step-by-Step

1.  Follow the steps above to **archive** the customer
2.  In the **Archived** view, click **Edit** on the archived customer
3.  Scroll to the bottom and click **Delete**
4.  Confirm the deletion

⚠️ **Warning:** This action is **permanent** and cannot be undone.

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## **🔐 Permissions & Safety**

-   Archiving is a reversible soft-delete. Deletion is permanent.
-   Only users with appropriate permissions will see the **Delete** option.
-   Archived customers are still accessible in filters, exports, and historical logs.

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