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Archive a client
A
Written by Allie Ray
Updated over 5 years ago

You can remove a client from the list of active clients if you don’t plan to service this client in the near future. 

  • Click the Menu icon, click Settings, and then click Clients.

  • Click the Menu icon next to the client that you want to remove, and then click Archive.

  • Click OK in the confirmation message.

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