Managing your client list is an important part of keeping your workspace neat and efficient. Archiving is the recommended way to handle profiles that are no longer active or are duplicates — it follows best practices in data management by preserving records while keeping your active list clean and easy to navigate.
Steps to Archive a Client
Navigate to the Clients section.
Locate the client you want to archive.
On the right side of the client list, find the Action column.
Click the Archive button.
The client will then be archived and removed from your active client list.
And that's it! The client is now archived and will no longer appear in your active client list. If you ever need to restore them, you can easily find them in the archived clients section.