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How do I archive a client?

Learn how to archive clients.

Andrei
Written by AndreiLast update 11 months 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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