Archive past clients | Feature Requests

Archive past clients

complete

Jocelyn Maynes

Archive old clients so data remains available but doesn't show up in list of active clients

January 11, 2022

Cheryl Lanahan

YAAAAAY!!!!

Jillian Plank

marked this post as

complete

Erin Manning

Jillian PlankYay!!! Thank you so much

Erin Manning

Hi! Checking for any updates. Thank you!

Maddie Craig

is there a status update on this planned item?

Rose Linder

Good morning! Do you have a timeline on implementation of this? I'd really love to see it by the end of tax season.

Elaine Sims

Can we get a status update on this, please?

Jenna Sippy

Yes!!! We need this as we have clients who have sold businesses and still may need files for a few years. We also need it for other inactive clients. It would make sense to have all files and information archived instead of having to save these files in another place manually.

Ryan Le Roux

Merged in a post:

Inactive Clients

Shelby Perry

Ability to inactivate or archive clients without completely deleting them from the history.

January 15, 2024

Laura Osorio

This is super important. Also the ability to reactivate them when they come back asking us to take them back :)

Janet Cram

I believe this is planned. https://keeperapp.canny.io/feature-requests/p/archive-past-clients - Be sure to upvote that one!

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