How to Archive a Client

How to Archive a Client

This article will help you to Archive a Client

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



    • Related Articles

    • How to create Client Spreadsheet

      This article will help you to set up the Client Spreadsheet Please follow the below steps to set up the new Client Details Navigate to the 3PM Construction Web Portal and login On the left-hand main menu, select Contacts> Contact Settings Click on ...

    • How to archive a Plant

      This article will explain How to Archive a Plant Navigate to the Web Portal and login On the left-hand main menu, select Assets->Plant Click on the checkbox of the vehicle Then click on Archive To Unarchive a Plant, Go to Assets-> Asset Settings and ...

    • How to Archive Staff

      This article will help you to Archive the Staff Please follow the below steps to Archive Staff Navigate to the Web Portal and login On the left-hand main menu, select Staff>Staff Click on the tick box of Staff then click on Archive Staff will be ...

    • How to Archive Price Book

      Follow the steps below to Archive Price Book Navigate to the Web Portal and login On the left-hand main menu, select Purchasing and Bills> Price Book Select the Price Book Entry you wish to Archive Click on the Archive button from the top menu ...

    • How to Edit a Client

      Please follow the below steps to Edit a Client Navigate to the 3PM Construction Web Portal and login On the left-hand main menu, select Contacts-> Client Select the client details you want to edit then click on the Edit button Otherwise, you can ...