Rounded

On desktop? Click <a href="https://help.rounded.com.au/en/articles/2376487-how-to-manage-client-records">HERE</a> for the desktop help article.

Swipe left the client record to be archived then tap Archive.

1. Open the app and tap Menu. 
2. Tap Clients. 
3. Swipe left the client record to be archived then tap Archive.

Tap the filter to show the client view options.

1. Tap the filter to show the client view options. 
2. Tap Archived clients.

Swipe left the client record to be restored then tap Restore.

1. Swipe left the client record to be restored then tap Restore.

Permanently delete a client (cannot be undone)

Swipe left the client record to be deleted then tap Delete.

1. Swipe left the client record to be deleted then tap Delete. 
2. A warning message displays. 
3. Tap Delete client.

- Deleting a client also removes all related data like invoices, quotes, projects, and timer entries.
- To learn how to add a client record manually, tap <a href="https://help.rounded.com.au/rounded-on-mobile/clients-and-contacts/add-a-new-client-manually-mobile" rel="nofollow noopener noreferrer" target="_blank">HERE</a>.

Have you seen Rounded on desktop? Log in via <a href="http://app.rounded.io/" rel="nofollow noopener noreferrer" target="_blank">app.rounded.io</a> on your desktop browser to take a look!

Keep your client list clean and organised

How to manage client records [Mobile]

Rounded Website

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How to manage client records [Mobile]

Archive a client (can be restored later)

View archived clients

Restore an archived client

Permanently delete a client (cannot be undone)