You can archive or delete a client record.
If you will be doing business with the client again in the future, you can archive their record temporarily. If you will no longer be doing business with a client you can permanently delete their client record.
To archive a client record
1) From menu on the left, click Clients. The Client page displays the list of all clients in alphabetical order.
2) Hover on the client record to be deleted and options will appear on top. Click Archive
3) To show archived client records, change the filter option to Show archived clients
To delete a client record
In the Archived clients page
1) Hover on the client record to be deleted and options will appear on top. Click Delete
To learn how to manually add a client record, click HERE.
To learn how to import client records from other systems or from a CSV file, click HERE.
Don't forget to download the Rounded mobile app!