On desktop? Click HERE for the desktop help article.
Archive or delete a client record on the mobile app easily.
To archive a client record
1) Open the mobile app and log in
2) Tap More
3) Tap Clients
4) Swipe left the client record to be archived then tap Archived
5. To show archived client records, tap the filter to change the filter option to Archived clients
6. Tap Archived clients
To delete a client record
In the Archived clients section
1. Swipe left the client record to be deleted then tap Delete
2. A warning message displays
NB When a client record card is deleted, all records associated with that client are also deleted. This includes all invoices, quotes, projects and timer entries.
3. Tap delete it now
To learn how to manually add a client record, tap HERE.
Have you seen Rounded on desktop? Log in via app.rounded.io on your desktop browser to take a look!