Who can use this feature?
There are two ways to archive a user:
1. Select the checkbox next to the clients or leads you wish to archive, then go to Actions and then choose Archive Client/Lead.
2. Select Archive in the confirmation dialogue to proceed with the action.
1. Select the Actions button and choose Archive Client/Lead.
3. Select Archive in the confirmation dialogue to proceed with the action.
1. From the My Clients / People screen, select Filters.
2. Scroll to the bottom of the Filters panel and select the Include Archived Users checkbox. Archived users will now be visible as indicated by the Archived tag next to their name.
3. Select the checkbox next to the clients or leads you wish to unarchive, then go to Actions and then choose Unarchive Client/Lead.
4. Choose Archive in the confirmation dialogue to proceed with the action.
1. From the My Clients / People screen, select Filters.
2. Scroll to the bottom of the Filters panel and select the Include Archived Users checkbox. Archived users will now be visible as indicated by the Archived tag next to their name.