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An archived client, Noblessner Marina Café, with a Restore button An archived client, Noblessner Marina Café, with a Restore button When you stop working for a client, archive it. An archived client leaves the client list and every picker, while its shifts and time entries keep the tag and its profile keeps its details, fields and notes. Delete a client only when it should not exist at all.
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Clients are rolling out gradually, so your workspace may not have them yet. If Clients is missing from the sidebar, ask us to turn them on.

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Archive a client

1

Open the client

Find it in Clients and open its profile.
2

Archive it

Open More actions (the three-dot menu beside the client’s name), choose Archive, then confirm.
The profile stays open with an Archived badge, and the client moves to the Archived tab of the list. Nobody can put it on new work, but work that already carries it keeps it, its name followed by (archived). You can still edit an archived client and write notes on it, and its client number stays taken. The Archived tab of the client list beside Noblessner Marina Café, whose profile carries the Archived badge and still holds its details and fields The Archived tab of the client list beside Noblessner Marina Café, whose profile carries the Archived badge and still holds its details and fields

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Bring it back

Open the client from Archived, choose More actions → Restore, then confirm. It returns to the list and the pickers. The command palette finds archived clients too, so you can open one from there.

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Delete a client

More actions → Delete takes the client out of the list, the pickers and Search. You do not have to archive it first. Its shifts and time entries keep the client, its name followed by (deleted), and its client number becomes free for another client. Its profile, timeline and lists of work can no longer be opened.
Nothing in Begin undoes a delete. Archive the client instead whenever you might work for them again or need their notes.

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Next

Client profiles

Keep notes on the clients you still work for.

Adding clients

Add a client, or find an archived one again.

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