Archive
Click on the “Contacts” tab.
Select the desired customer.
Click on the “Actions” button, then choose “Archive”.
Delete or remove from archive
Once the archive client is done, you can delete it.
Click on the “Active” button and select the “Archived” option.
Select the desired client.
Click on “Actions” located at the top right of the page and click on the wanted option:
Remove from archive.
Delete.
⚠️ Email in use
When deleting the client, you are only removing your link to the customer. His account continues to exist. His email address will then always be considered as used.
To release his email address, the customer must write to one of our Hexperts.
Other stakeholder
If there are several stakeholders involved in the customer's file, and you archive it, only the link between you and the customer will be removed.
In doing so, the other professionals on the account will see it as still “Active” on their side.
To remove other professionals from the customer's account, go to the “Stakeholders” section and archive them.
Remove access for the client
When the client is archived or deleted, they will still have access to the app. Only the link between you and them will be removed.
If you want to remove the client's access to the application, you can do so via the “Actions” button.
💡 Tip
This can be done without archiving or deleting the client.
Removing access can be useful if, for example, the client has an outstanding debt. You can then restore their access once their payments to you are up-to-date. |
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