Skip to main content

Archive Clients

Updated today

Heads Up! If you see are trying to delete Contacts, this article may be what you're looking for instead.

Archive Clients

1. Select Clients from the global navigation bar.

mceclip0.png

2. Choose Client List on the secondary navigation menu.

2024-01-09_16-30-29.png

3. Select each client you want to archive by clicking the in-line checkbox.

2024-01-09_16-31-58.png

4. Click on the Options menu in the top right.

2024-01-09_16-32-50.png

5. Select Archive.

2023-11-02_15-54-26.png
Did this answer your question?