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How to archive or delete client records [Mobile]
How to archive or delete client records [Mobile]

Archiving/Deleting client records on the mobile app

Michelle avatar
Written by Michelle
Updated over a week ago

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

NOTE: 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.

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