When you create a new project for a previously archived customer, the system automatically restores that customer’s details—no manual steps needed. This ensures seamless project management without losing historical data. Not only can you restore archived customers, but you can also assign the new project to specific team members or groups, keeping everything organized and efficient from the start.
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.
