Edit or Archive a Customer

In the TechSuite portal, you can keep your customer database clean and up to date by editing customer details or archiving customer profiles. Archiving allows you to retain customer records without permanently deleting them—ideal for inactive or one-time customers.

Edit a Customer Profile

You can update a customer’s information at any time, such as their name, contact details, or group assignment.

• a. In your TechSuite portal, go to Customer Management > Customer List.

• b. In customer list page, find the customer you want to edit.

• c. Click the three-dot button  at the right end of the customer’s row, or use the three-dot button located in the top-right corner of the information panel on the right side of the page.

• d. Select the “Edit Customer” option.

• Make your changes and click the “Update” button.

Archive a Customer Profile

Archiving removes the customer from your list, but their profile will remain saved. This is useful for managing a large customer base without losing important historical records.

• a. In your TechSuite portal, go to Customer Management > Customer List.

• b. Click the three-dot button at the right end of the customer’s row, or use the three-dot button located in the top-right corner of the information panel on the right side of the page.

• c. Select “Archive Customer”

• When you archive a customer, a confirmation pop-up will appear with a warning that this action is temporary and reversible. Archiving removes the customer from the active list without deleting their data. Click “Archive” to confirm or “Cancel” to go back. You can unarchive your customer anytime from the ‘Archived customer’ section in the Settings menu.

Restore Archived Customer

Archived items and categories are stored under Settings > Archives.

To restore:

1. In TechSuite Portal, Go to Settings > Archives from the sidebar
2. Select Customers from the Sections panel.
3. Find the customer you wish to restore.
4. Click the Unarchiveicon.

What’s Next?

Now you know how to manage your customers, it’s time to focus on your Managing Account settings. In this section, we’ll guide you through the essential features of the Managing Account area, where you can update your business information, configure preferences, and ensure everything is set up for optimal performance. Additionally, you’ll discover how to add New Branches to your account—whether your business is growing or you simply need to represent multiple locations.