Archive a Client

  • Updated

If you have a Client that is no longer active or you are no longer doing work with them, you can archive them. When you archive a Client, you can still access the Client's existing data. 

 

How to archive a Client 

  1. Under Project Data, navigate to the Clients page.
  2. Find the Client that you want to archive.
  3. Click the icon. 
  4. Archive
  5. Once you archive the Client, it will be moved to the Archived Clients page.

 

 

Restoring an archived Client

If you would like to restore a Client that has been archived:

  1. Under Project Data, navigate to the Archived Clients page
  2. Find the archived Client that you want to restore.
  3. Click the icon. 
  4. Restore

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