Activating a client brings them back to your active list.
Their data stays intact, and you can continue working with them as usual.
Use this when a previously archived client becomes active again.
How to Activate a Client:
Go to the Client List and search for the archived client.
Open the client profile, click the More Options icon (⋮), and select Activate.
If the client is the primary client in any archived cases, you’ll see a list of related cases:
✅ Tick the box to activate those cases too.
❌ Untick if you want the cases to stay archived.
Then click Activate Client button.
Once activated:
The client’s avatar turns colored again (no longer gray).
Status updates to Active.
They move back to the original position in your client list.
By activating a client, you reopen access to their info and any related cases you choose. It’s an easy way to pick up right where you left off.