How to Archive a Client's Records

There many reasons you may want to archive a client. Perhaps the client is no longer receiving services from your organization. Another reason might be you have a duplicate entry of a client whose reports need to be hidden from other users. The Archive Client modules enable you to keep all your reports safe but hidden away. If a future need arises you can change the client’s report back to active status. To use the Archive Client module, you must have super admin-level access. 

For complete instructions please click on the link below this screenshot. 


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