Archiving Clients
Archiving clients is a way to “put away” clients you don't need to see on the Client Board view without having to delete them. Clients that have been archived can also be un-archived at any time.
How to archive a client
1.Tap on the client’s disclosure button
2.Tap the Edit button
3.Tap on “Archive Client”
4.Confirm by tapping the “Archive Client” button
How to un-archive a client
1.Tap on Settings
2.Tap on “View Archived Clients”
3.Tap on a client to be un-archived
4.Tap the “Unarchive” button
5.Confirm by tapping the “Unarchive Client” button