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Clockdiary Help Center

Find everything you need to get started with Clockdiary—learn about projects, teams, time tracking, and more.

Projects

  • How to Create a New Project
  • How to edit a project
  • How to Manage Project Access
  • How to Archive a Project
  • How to restore archived projects
  • How to assign project access to a member

Customers

  • How to Add a Customer
  • How to view customer details 
  • How to Edit Customer Details in Clockdiary
  • How to archive customer details
  • How to restore archived customers

Teams

  • How to Create a Group
  • How to Add Members to a Group
  • How to Remove Members from a Group
  • How to Add Members to A Team
  • How to Remove Members from Teams
  • How to Archive a Member in Teams
  • How to Assign a Role to a Member

Work Zones

  • How to add a new workzone 
  • How to update workzone settings
  • How to delete a workzone

Labels

  • How to add labels
  • How to archive or restore labels

Profile Settings

  • How to change password
  • How to change profile picture
  • How to edit my profile 

Time Recorder

  • How to create a Time Entry
  • How to Sign Up for Clockdiary (Step-by-Step Guide)
  • How to create a duplicate time entry

Timesheet

  • How to Set Up and Use the Timesheet Feature
  • How to Submit a Timesheet
  • How to Approve a Timesheet
  • How to Reject a Timesheet

Activity Tracker

  • How to Enable or Disable Screenshot Tracking
  • How to Use the Activity Tracker for Employee Monitoring
View Categories
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  • Clockdiary Help
  • Customers
  • How to archive customer details

How to archive customer details

Clockdiary lets you archive inactive customers with ease. By archiving customers, you can track delivered projects and keep your customers page neat and organized.

Step 1: To archive a customer, simply click on the Customer option in the sidebar menu.

Customers

Step 2: To archive a customer click on the archive button.

Archive Customer

Step 3: After clicking on the archive button, the archive customer modal window will appear, finally click on the archive button.

Archive Customer

Step 4: A pop-up notification at the bottom right will notify about the archive.

Customer Archived

If you still have any queries, please email us at support@clockdiary.com.

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