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How to manage client records

Keep your client list clean and organised

Written by Michelle

Archive a client (can be restored later)

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

View archived clients

  • Switch your filter to Archived clients to see them.

Restore an archived client

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

Permanently delete a client (cannot be undone)

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

NOTES:

  • 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 HERE.

  • To learn how to import client records from other systems or from a CSV file, click HERE.

Remember to download the Rounded mobile app!

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