How do I archive a client?

Learn how to archive clients.

Written by AndreiLast update 1 year ago

If you completed the projects for one of your clients and won’t be doing any new ones for a while, you can archive that client in order to declutter your client's list, but still keep their data.

Go to Clients Select a client → Click on the client status and select Archive.  

NOTE: When archiving a client, all their projects will be archived as well.

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