Browse
 
Tools
Rss Categories

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

  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 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