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Old Clients - Archive

MJSMJS Member Posts: 14

We have some clients that have changed names, split or are no longer open. It would be great if we could archive those in order to keep the client list up to date and relevant. As we have old invoices for those clients, this is not possible.

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edited August 30, 2018 in Wave Features

Comments

  • RahimRahim Member Posts: 97 ✭✭

    @MJS When archiving these, is there anywhere in the app you'd still expect to see them? (outside of seeing them in an archived list view) What would you expect to be able to do with archived customers?

  • MJSMJS Member Posts: 14

    being able to search and view the clients and old invoices, there would be nothing that I foresee needing them. The ability to make them active again would possibly be something good to have, in case someone stopped working for a client and archived them and down the line does additional work

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