ClockDiary lets you archive inactive customers with ease. By archiving customers, you can track delivered projects and keep your customers page neat and organized.
Benefits of archiving customers:
- Creates a clean database of active customers
- Easy to track delivered customer projects
In this documentation, you will learn:
- How to archive customers
Step 1: To archive a customer, simply click on the Customer option in the sidebar menu.
Step 2: To archive a customer click on the archive button.
Step 3: After clicking on the archive button, the archive customer modal window will appear, finally click on the archive button.
Step 4: A pop-up notification at the bottom right will notify about the archive.
If you still have any queries, please email us at support@clockdiary.com.