How to archive and delete a client

In this article:

• Archive a client

• Delete or remove from archive

• Email in use

• Further information

Archive

1. Click on the “Contacts” tab.

2. Click on the “Actions” button to the right of the desired client and choose “Archive”.

Delete or remove from archive

1. Once the archive client is done, you can delete it.

2. Click on the “active” button and select the “archived” option.

3. Select the desired client.

4. Click on “Actions” located at the top right of the page and click on the wanted option:

   1. Remove from the archive;

   2. 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.

Further information

After archiving or deleting the client, he can still use the mobile app. Only the link between the client and the professional are removed.