bidwrapHelp

Clients and contacts

Archiving a client

Hiding a client you no longer work with, without losing their history.

Where
Clients → a client → More
Level
Basics
  1. Open the client.
  2. Click More, at the top right.
  3. Click Archive this client.

The client disappears from the client list and from the list on new jobs. Their jobs, estimates and invoices are kept.

Finding an archived client

  1. Click Clients in the side menu.
  2. Choose Archived clients in the list beside the search box. The list changes straight away.
  3. Open the client and click Restore this client to use them again.