{"id":86,"date":"2024-06-27T08:10:15","date_gmt":"2024-06-27T08:10:15","guid":{"rendered":"https:\/\/www.daxrm.com\/help-center\/?p=86"},"modified":"2024-08-01T08:08:55","modified_gmt":"2024-08-01T08:08:55","slug":"how-to-archive-clients","status":"publish","type":"post","link":"https:\/\/www.daxrm.com\/help-center\/how-to-archive-clients\/","title":{"rendered":"How to Archive Clients"},"content":{"rendered":"\r\n<p>1. To archive clients, go to Accounts in the sidebar.<\/p>\r\n\r\n\r\n\r\n<p>2. <span style=\"font-weight: 400;\">Click the 3-dot menu to the right of the client name and select Archive. Please note that archived accounts are still included in the total accounts used until the account data is deleted.<\/span><\/p>\r\n\r\n\r\n\r\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-467 size-large\" src=\"https:\/\/www.daxrm.com\/help-center\/wp-content\/uploads\/2024\/06\/Client-Management-10-1024x506.webp\" alt=\"\" width=\"1024\" height=\"506\" srcset=\"https:\/\/www.daxrm.com\/help-center\/wp-content\/uploads\/2024\/06\/Client-Management-10-1024x506.webp 1024w, https:\/\/www.daxrm.com\/help-center\/wp-content\/uploads\/2024\/06\/Client-Management-10-300x148.webp 300w, https:\/\/www.daxrm.com\/help-center\/wp-content\/uploads\/2024\/06\/Client-Management-10-768x380.webp 768w, https:\/\/www.daxrm.com\/help-center\/wp-content\/uploads\/2024\/06\/Client-Management-10-1536x759.webp 1536w, https:\/\/www.daxrm.com\/help-center\/wp-content\/uploads\/2024\/06\/Client-Management-10-2048x1012.webp 2048w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/figure>\r\n\r\n\r\n\r\n<p>3. <span style=\"font-weight: 400;\">To delete the account, go to archived accounts, click the 3-dot menu to the right of the account you want to delete, and select Delete. This will permanently remove all information associated with that account. <\/span><\/p>\r\n\r\n\r\n\r\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-469 size-large\" src=\"https:\/\/www.daxrm.com\/help-center\/wp-content\/uploads\/2024\/06\/Client-Management-11-1024x506.webp\" alt=\"\" width=\"1024\" height=\"506\" srcset=\"https:\/\/www.daxrm.com\/help-center\/wp-content\/uploads\/2024\/06\/Client-Management-11-1024x506.webp 1024w, https:\/\/www.daxrm.com\/help-center\/wp-content\/uploads\/2024\/06\/Client-Management-11-300x148.webp 300w, https:\/\/www.daxrm.com\/help-center\/wp-content\/uploads\/2024\/06\/Client-Management-11-768x380.webp 768w, https:\/\/www.daxrm.com\/help-center\/wp-content\/uploads\/2024\/06\/Client-Management-11-1536x759.webp 1536w, https:\/\/www.daxrm.com\/help-center\/wp-content\/uploads\/2024\/06\/Client-Management-11-2048x1012.webp 2048w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/figure>\r\n","protected":false},"excerpt":{"rendered":"<p>To archive clients, go to Accounts in the sidebar&#8230;<\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"footnotes":""},"categories":[4],"tags":[],"acf":[],"_links":{"self":[{"href":"https:\/\/www.daxrm.com\/help-center\/wp-json\/wp\/v2\/posts\/86"}],"collection":[{"href":"https:\/\/www.daxrm.com\/help-center\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.daxrm.com\/help-center\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.daxrm.com\/help-center\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/www.daxrm.com\/help-center\/wp-json\/wp\/v2\/comments?post=86"}],"version-history":[{"count":5,"href":"https:\/\/www.daxrm.com\/help-center\/wp-json\/wp\/v2\/posts\/86\/revisions"}],"predecessor-version":[{"id":470,"href":"https:\/\/www.daxrm.com\/help-center\/wp-json\/wp\/v2\/posts\/86\/revisions\/470"}],"wp:attachment":[{"href":"https:\/\/www.daxrm.com\/help-center\/wp-json\/wp\/v2\/media?parent=86"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.daxrm.com\/help-center\/wp-json\/wp\/v2\/categories?post=86"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.daxrm.com\/help-center\/wp-json\/wp\/v2\/tags?post=86"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}