Archive client contacts

If you no longer need to keep a contact record, but don't want to delete them, you can archive the record instead. You could also move them down the contact list.

1. From the Clients menu, select Clients list.
2. Change the client list view to either Active clients or a custom view that includes all relevant clients.
3. Select the Contacts tab.,
4. Find the contact you want to archive.
5. From the Links panel at the bottom of the contact's BASIC INFO, select Archive contact.
6. Confirm to archive this contact.

   The contact is moved to the Show archived contacts drop-down at the bottom of the screen.