Questions? Call Toll Free 1-800-269-5940.
FEATURES ▾
Back
INVOICING
PAYMENTS
INVENTORY
CLIENT PORTALS
CONTACTS
TODOS
FILES
EXPENSES
REPORTS
FOR BUSINESSES ▾
Back
Education Verification
Background Checks
Event Catering
Web Design & SEO
Yacht/Home Outfitting
View All
Success Stories
LOG IN
SIGN UP FREE
More ▾
Back
REQUEST A DEMO
BLOG
PRICING
HELP
No menu assigned!
Home
/
Help
/
Clients
/
How do I delete/archive something?
How do I delete/archive something?
Go to the appropriate tab. For this example, we are using “Clients”.
Check the little box next to the client(s) you want to archive or delete.
Click “Archive” or “Delete” at the top of the table.
FEATURES ▾
Back
INVOICING
PAYMENTS
INVENTORY
CLIENT PORTALS
CONTACTS
TODOS
FILES
EXPENSES
REPORTS
FOR BUSINESSES ▾
Back
Education Verification
Background Checks
Event Catering
Web Design & SEO
Yacht/Home Outfitting
View All
Success Stories
LOG IN
SIGN UP FREE
More ▾
Back
REQUEST A DEMO
BLOG
PRICING
HELP