Interactions with archived clients in the PARTNERsafe.

How to archive a client? #

• In the PARTNERsafe platform left menu click “Client list”.
• Select section “Current clients”.
• Click the “archive” icon in the client table column “Actions” on the necessary client row.
• In the popup window click “Archive client”.

Where to view the archived client list? #

• In the PARTNERsafe platform left menu click “Client list”.
• Select section “Archived clients”.

How to restore an archived client? #

• In the PARTNERsafe platform left menu click “Client list”.
• Select section “Archived clients”.
• Click the “restore” icon in the client table column “Actions” on the necessary client row.
• In the popup window click “Restore client”.

How to copy, export or print the archived client list? #

• In the PARTNERsafe platform left menu click “Client list”.
• Select section “Archived clients”.
• Click one of the buttons: “Copy”, “Export to CSV”, “Export to Excel”, “Save as PDF” or “Print”.

How to delete an archived client? #

• In the PARTNERsafe platform left menu click “Client list”.
• Select section “Archived clients”.
• Click the “delete” icon in the client table column “Actions” on the necessary client row.
• In the popup window click “Delete client”.