Archiving, Deleting and Restoring Clients

Done working with a Client? You have two options.

• Archive hides the Client from your lists but keeps everything. Use it for Clients you might work with again.
• Delete moves the Client to Deleted Items. You have 30 days to restore it before it’s gone for good.

Archive or Delete a Client

From the Client’s page:

1. Open the Client.
2. Click the archive icon or the trash icon at the top right.
3. Choose what to include (see below).

From the Clients list, for one or more Clients:

1. Check the box next to each Client.
2. Click Archive or Delete in the bar above the list.
3. Choose what to include.

Client Only or All Related Items

If the Client has contacts or Projects, hrglass lists them and asks how far to go.

Button	What happens
Archive Client Only / Delete Client Only	Only the Client is archived or deleted. Their contacts, Projects, Tasks and Invoices stay where they are.
Archive All	Archives the Client, their contacts, their Projects and those Projects’ Tasks. Invoices stay where they are.
Delete All	Moves the Client, their contacts, their Projects, those Projects’ Tasks and the Invoices on those Projects to Deleted Items.

Caution

Invoices you created from scratch for the Client aren’t tied to a Project, so Delete All leaves them alone. Delete them from Invoices if you need to.

Archive or Delete a Contact

1. Open the contact. Click the pencil icon next to them on the Client’s page, or click their name on the Contacts tab of the Clients page.
2. Click the archive icon or the trash icon.
3. Confirm.

To do several at once, check them on the Contacts tab and use Archive or Delete in the bar above the list.

Restore an Archived Client or Contact

1. Go to Clients and click Archived.
2. Pick the Archived Clients or Archived Contacts tab.
3. Click Restore next to the Client or contact.
4. Confirm.

Restoring a Client also brings back their contacts. Restoring a contact brings back their Client too, if it was archived.

Projects you archived with the Client don’t come back on their own. Restore them from Projects › Archived Projects.

You can also delete from here. Click Delete next to an archived Client or contact to move it to Deleted Items.

Restore a Deleted Client

1. Click your avatar at the top right and choose Deleted Items.
2. Click Restore next to the Client.

Each item comes back on its own. If you used Delete All, restore the contacts, Projects, Tasks and Invoices you want back too.

After 30 days, deleted items are removed for good.

Related

• The Client Page
• Contacts and Invoice Roles
• Project Views, Filters and Bulk Actions