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How to Use Client Cold Storage*

Overview

Cold storage is used to store clients online that you only want to keep for archival purposes. These clients can only be accessed by using the search feature shown below. The advantage of this feature is it lets you keep your old client list accessible while also not cluttering up your new client list.

How to Move a Client to Cold Storage

  1. Go to the Clients component
  2. Go to the Clients tab
  3. Find and edit a client
  4. Click the More Actions button
  5. Click the Move to Cold Storage

How to Search For Clients Stored in Cold Storage

  1. Go to the Clients component
  2. Go to the Clients tab
  3. Click the All Clients button
  4. Click the arrow next to the Search button
  5. Click the Search Clients In Cloud option

  6. Make sure Show Clients In Cold Storage is checked and type in the clients name, email, or phone

  7. Click the Search button 

How to Move Clients Out of Cold Storage

  1. Find and edit the client using the instructions above
  2. Click the More Actions button 
  3. Click the Remove From Cold Storage option