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How to Archive a Customer After Onboarding

This article explains how archiving customer records is handled during the onboarding process and where to get help.

Summary

  • Customers who should be archived must first be created via the onboarding flow and then archived afterwards. Archiving cannot be performed directly from the onboarding interface.

How archiving works during onboarding

  • Create the customer through the onboarding process.
  • After the customer exists in the system, archive the customer record from the main application (not from the onboarding screen).
  • Archive customers only when you no longer perform work for them.

Step‑by‑step: Create and archive a customer

  1. Complete the standard onboarding flow to create the customer record.
  2. Navigate to the customer record in the main application or customer list.
  3. Use the archive function from the customer record view to archive the customer.

Where to get help

  • If you need assistance with archiving or onboarding workflows, contact your Customer Manager (CM) or your assigned support contact for guidance.
  • We recommend reviewing the onboarding video materials available in the Onboarding Video Center to familiarize yourself with the platform and processes.

Troubleshooting tips

  • If you cannot find the archive option, verify that the customer was created and that you are viewing the customer record in the main application rather than the onboarding interface.
  • If you are unsure whether a customer should be archived, apply the guideline: archive only when you no longer perform work for the customer.
  • For process questions or account-specific assistance, reach out to your CM or support contact.

Conclusion

  • Archiving is a two-step flow: create the customer via onboarding, then archive from the main system. For any operational questions or help, consult your Customer Manager or available onboarding resources.