Archive a Client

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Archive a client you no longer work with, and unarchive them if you need them back.

Before you start

Clients are managed under Project Data > Clients.

If you no longer work with a client, you can archive them. Their existing data stays in Assignar, and you can unarchive them at any time if you start working with them again.

Archive a client

  1. Go to Project Data > Clients.
  2. Find the client you want to archive.
  3. Click the three-dot menu next to the client.
  4. Click Archive.

The client moves out of the Active list. To see archived clients, switch the Active filter to Archived.

 

Unarchive a client

  1. Go to Project Data > Clients.
  2. Switch the Active filter to Archived.
  3. Find the client, then click the three-dot menu next to them.
  4. Click Unarchive.

Things to know

  • When you archive a client, their existing data stays in Assignar.
  • Archived clients are hidden from the Active list. Switch the Active filter to Archived to find them.
  • You can unarchive a client at any time.

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