Archive, delete and merge clients and contacts

Over time you will collect clients you no longer work with and the odd duplicate. Quoterium gives you three tools, each with a different effect.

Archive

Archiving hides a client or contact from lists and pickers but keeps everything, including their quotes. It is the safe choice for anyone you have quoted before.

• Client: open the client and choose Archive at the top of the page. Its quotes and contacts are kept.
• Contact: choose Archive next to the person on the client page or in the Contacts list. Existing quotes keep their details.

To find archived records, tick Show archived on the Clients or Contacts list. Use Restore to bring one back.

Delete

Deleting removes the record. It is only possible while no quote or template uses it; otherwise Quoterium tells you how many quotes are involved and asks you to archive instead.

• Delete client is in the Danger zone at the bottom of the client page. It deletes the client and all of its contacts.
• To delete a single contact, choose Delete next to them.

Merge duplicate clients

If the same company has been entered twice, merge the duplicate into the record you want to keep.

1. Open the duplicate client (the one that will disappear).
2. Choose Merge into….
3. Under Client to keep, find the other record.
4. Choose Merge and confirm.

All contacts and quotes move to the client you keep, and the duplicate is removed. If the client you keep already has a primary contact, it stays primary. If it has no private notes, the duplicate's notes are carried over. A merge can't be undone.

There is no merge for contacts: archive or delete the duplicate person instead.