How to archive a client ?

Created by Thibault Breboin, Modified on Mon, 9 Feb at 10:17 AM by Thibault Breboin

For compliance reasons, you may need to keep a client’s record on file for several years, even if you no longer want this client to appear in your lists.

In this case, you can archive the client.

How to archive a client

  1. Go to the client profile

  2. Open the General information section

  3. Disable the Active client option

  4. Click Save






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