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Archiving and Restoring Client Companies

Archive a client company you no longer work with, and restore it if you start working together again.

You can't delete a client company once it's created, because it's linked to budgets, invoices, projects, and other records. Instead, archive it.

An archived company keeps all its information, but you can't create new budgets, deals, projects, or invoices for it.

Archive a Company

One company: open the company, click the three-dot menu in the upper-right corner and select Archive company.

Several companies: go to CRM > Companies, select the companies, open the three-dot menu in the bar at the top and select Archive.

📌 CRM > Companies shows only active companies by default.

Restore a Company

In CRM > Companies, add the Status = Archived filter to find the company.

Open the company, click the three-dot menu, and select Restore company.

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