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How to archive and unarchive clients*

Overview

This tutorial explains how to view archived clients, archive clients, and un-archive clients.

How to View Archived Clients in Client Table

  1. Click on the Clients component
  2. Click on the Clients tab
  3. Click on the Filter Options menu
  4. Click on the Show Archived Clients option

How to Search For Archived Clients On Local Computer

  1. Go to the Clients component
  2. Go to the Clients tab
  3. Click the All Clients button
  4. Enable the 'Show Archived Clients' Option show in the image below
  5. Enter the Client's name and click the 'Search' button

How to Search For Archived Clients In Cloud

  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

How to Archive a Client

  1. Edit the desired client
    1. Click here for a tutorial on how to edit a client
  2. Click the List menu
  3. Click the Archive Client menu option. 
    1. There should be a check mark displayed next to the Archive Client menu option if it is selected

How to Un-Archive a client

  1. Edit the desired client
    1. Click here for a tutorial on how to edit a client
  2. Click the List menu
  3. Click the Archive Client menu option. 
    1. There should not be a check mark displayed next to the Archive Client menu option if it isn't selected