TradeHelp App for mobile

1. Select Customers from the main menu and find the customer in question
2. Slide your finger from right to left along the name, prompting a pop up with the option to Archive or Delete
3. To access archived customers, simply select the box file icon at the top right of the Customers page
4. To edit a customer’s details, select the customer in question, edit any of the fields and select Save

TradeHelp Office for desktop

1. Select Customers from the main menu and find the customer in question
2. Open the customer’s details by selecting their name
3. Edit any details and press Save
4. To Delete, select Delete Customer
5. Customers cannot be archived in TradeHelp Office