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Archive, restore or delete a contact

LiveFor: Admin

Keep the list current without losing history.

Open the contact and press Contact options (the three dots at the right of the tabs).

The Contact options menu open with Archive and Delete.
Contact options.
  • Archive hides a former client from every list, picker and search, but keeps their history. Find them again under Contacts > Archived Contacts.
  • Restore, on an archived contact, brings them back.
  • Delete removes the contact for good, after confirming.

Still need help?

Ask your firm's BMS admin first: they can see your access level and your firm's settings. Clients of a firm should contact their accountant.

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