This article will help you to Archive a Client
Please follow the below steps to Archive a Client
- Navigate to the 3PM Construction Web Portal and login
- On the left-hand main menu, select Contacts-> Clients
- Click on the radio box of the client you want to archive
- click on the Archive
- Popup windows will ask for confirmation if you want to archive the client
- Click Yes to confirm or No to cancel
- Click on the Inactive button to view all the archived Clients list
- Select the client to reactivate then click on Unarchive