ClockDiary allows you to restore archived customer details when a new project from a customer is added to the workspace. You can not only restore archived customers but also create projects with the customer and assign them to members/groups.
Benefits of restoring archived customers:
- Lets you keep track of active customers
- Creates a sorted list of active customers
- By clicking on show archive from Dropbox, you can view all archived customers’ list
In this documentation, you will learn:
How to restore archived customers
How to restore archived customers
Step 1: To restore a customer, simply click on Customers option in the sidebar menu.
Step 2: Click on the show active button next to the search bar.
Step 3: Click on the show archived option from the dropdown menu. All archived customers will appear under the name column.
Step 4: To restore an archived customers click on the restore button under actions.
Step 5: Restore the customer by finally clicking on the Restore button.
Step 6: A pop-up notification at the bottom right will notify you about the restoration.
If you still have any queries, please email us at support@clockdiary.com.
