Articles on: CLIENTS

What is the difference between active/archived/deleted?

Your list of clients, staff/contractors, invoices, recurring profiles, estimates, items, tasks, expenses and projects are divided into 3 sections: Active, Archived, and Deleted.

Active : fully functional. Active data will appear in all of your lists and reports.

Archived : Still active, but hidden. Putting things in the “archived” state is a way for you to shorten your lists. Anything archived will not appear in invoicing/time tracking lists but they will appear under Reports

Deleted : Will not appear in any lists or reports. Completely inactive, but still retrievable for later use.


Updated on: 23/07/2024

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