You will navigate to the client that you want to archive, click the 3-dot menu and choose ‘Archive information’ and then follow the on-screen instructions.
To learn more, please read the article: How to archive information?
You will navigate to the client that you want to archive, click the 3-dot menu and choose ‘Archive information’ and then follow the on-screen instructions.
To learn more, please read the article: How to archive information?