Get clients in, step 1
I am done with a client
bips helps by: Archive clients you are done with, and restore anything you delete by mistake.
Archive and trash, part of the CRM
Archived and deleted clients are kept out of your working list but can be brought back.
What you do
- Archive a client from their file
- Delete one you no longer need
- Restore from trash if you change your mind
In the app: CRM, Clients and Settings