How to Deactivate vs. Delete a Client

Overview:
Archive inactive clients for historical reference or permanently remove them when needed (e.g., GDPR requests).

Steps to Deactivate (Archive):

1. In Clients, click the Action (⋮) → Deactivate on the client row.

2. Confirm; the client moves to the Inactive filter and is excluded from active lists.

Steps to Delete Permanently:

1. Switch to the Inactive view via the Filters menu.

2. Click Action (⋮) → Delete on the archived client.

3. Type DELETE to confirm permanent removal.

Tips & Best Practices:

• Deactivate rather than delete whenever possible—you’ll retain invoices, tickets, and history.

• Schedule a quarterly review to archive clients with no activity in the past 12 months.

• Keep a backup export of any clients you plan to delete, in case you need to restore data.

Troubleshooting / FAQs:

• Cannot deactivate: Ensure the client has no open projects or tickets; close or reassign them first.

• Deleted client still appears: Refresh the list or clear your browser cache.