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
Go to the Clients component
Go to the Clients tab
Find and edit a client
Click the More Actions button
Click the Move to Cold Storage
How to Search For Clients Stored in Cold Storage
Go to the Clients component
Go to the Clients tab
Click the All Clients button
Click the arrow next to the Search button
Click the Search Clients In Cloud option
Make sure Show Clients In Cold Storage is checked and type in the clients name, email, or phone
Click the Search button
How to Move Clients Out of Cold Storage
Find and edit the client using the instructions above