Archiving Clients allows you to hide them from your clients list view and view them in a archived status or un archive them at a later date if you need to.

To archive a client you will need to log in via the webapp using a browser eg Chrome or Firefox and log in  via

Once logged in select the clients tab > 

Select your client from the list and select the green drop down option

Select from the options > archive client

You will see a option to select archive or cancel > select archive to continue

Once archived your client will sit within the archived status and you can view archived clients via the clients tab> filter > archived

Here is the archived clients list when filtering the client view to archived

To un archive a client select the client from the archived status list and select the green drop down tab > archive client

Select un archive to un archive the client


💌  Please reach out to your friendly CO's via the Chief Operator tab in the app should you have any questions or concerns. 💌

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