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Archiving a client
Updated over 9 months ago

If a client becomes inactive, for example they disengaged and it's no longer an active client, you can use the "Archive client" feature in the client record:


When a client is archived in Pixie, all future recurring jobs will be cancelled.
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Archived clients can still be accessed for details or historical files and emails.
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To access archived clients, click Clients, then Filter, select "Show archived clients", and click Apply Filter:


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