Edit, photograph and archive customers
Change a customer's details, keep photos with them, and archive customers you no longer work for.
In the app: Customers tab → tap a customer
Edit
Tap Edit at the top right, change the details and tap Save. Documents you’ve already sent keep the details they were sent with.
Photos
Under Photos, tap Add photo, then Take photo or Choose from library. Each photo can be up to 10 MB. Photos upload in the background; a photo that says Waiting to upload goes up once you’re online.
Archive
Tap Archive at the bottom of the customer’s page. Archived customers are hidden from the list and from the customer picker on quotes. They’re never deleted, because your sent documents name them. Find them under Archived on the Customers tab and tap Restore to bring one back.
Import from a spreadsheet
To add many customers at once, see Import customers and items.