How do I archive and restore a client?

Archiving a client in Dronedesk removes them from your active list without deleting their history of jobs, quotes and invoices. This guide covers archiving a client you no longer work with, viewing archived clients, and restoring one if the work starts up again. Useful for keeping your client list f

It is possible to archive and unarchive a client in Dronedesk, and I'm gonna show you how. From the dashboard, choose the clients menu option on the left hand side. Open up the clients page, and in the actions column for the clients that you would like to archive, choose archive from the select drop down menu. If you would like to unarchive your client, check the box for show archived records in the bottom right hand corner.

Select the client that you would like to unarchive using the select drop down menu in the action column and choose unarchive.

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