Archive a Client

Archive a Single Client

1. On the Home page, select the Clients option under Quick Actions.
2. Click on the 3-dot icon on the Right hand side next to the client you wish to archive
3. Click on the ‘Archive’ option

Archive Clients in Bulk

1. On the Home page, select the Clients option under Quick Actions.
2. On the Client Listing page, click the checkbox at the top left (next to Name) to select all clients.
3. Click the ‘Action’ option in the top-right corner and select ‘Archive.’