Rounded

​​Go to Clients from the left menu. ​

Hover over the row and click the three dots on the right hand side. ​

1. ​​Go to Clients from the left menu. ​
2. Find the client you want. ​
3. Hover over the row and click the three dots on the right hand side. ​
4. Select Archive.

Switch your filter to Archived clients to see them.

- Switch your filter to Archived clients to see them.

Open the Archived clients view. ​

Click the three dots on the right hand side and choose Restore.

1. Open the Archived clients view. ​
2. Find the client you want. ​
3. Click the three dots on the right hand side and choose Restore.

Permanently delete a client (cannot be undone)

Click the three dots on the right hand side and choose Delete. ​

Confirm by clicking Delete it now.

1. Open the Archived clients view. ​
2. Find the client you want. ​
3. Click the three dots on the right hand side and choose Delete. ​
4. Confirm by clicking Delete it now.

- Deleting a client also removes all related data like invoices, quotes, projects, and timer entries.
- To learn how to manually add a client record, click <a href="https://help.rounded.com.au/clients-and-contacts/adding-client-and-contact-information">HERE</a>.
- To learn how to import client records from other systems or from a CSV file, click <a href="https://help.rounded.com.au/en/articles/4581614-importing-client-data-from-csv-file">HERE</a>.

Remember to download the Rounded mobile app!

Keep your client list clean and organised

How to manage client records

Rounded Website

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How to manage client records

Archive a client (can be restored later)

View archived clients

Restore an archived client

Permanently delete a client (cannot be undone)