Archived Clients

Clients > Archived Clients lists client records marked as archived. Use it when an existing client is missing from the active list before creating a duplicate.

Restore a client

1. Open Clients > Archived Clients.
2. Search for the client and open the record using its number, company or name.
3. On Client Details, clear Archived.
4. Click Update Client.

You need permission to update clients to save this change. Once restored, find the client under Clients > Active Clients. Check their contact details and invoice email address if they have been inactive for some time.

To archive an active client, open their record, select Archived and click Update Client. Archiving changes which client list contains the record; it is different from deleting the client. The record still gives access to its Quotes, Projects, Files, Invoices and Comms tabs.

Client archiving is also separate from project archiving. Restoring a client does not replace a project's Unarchive project action. See Archived Projects if the project itself is read-only.