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Closing a Client will hide the the Client from active usage, and you will not be able to assign any new Jobs or Contacts to them.
Closing Clients
- Navigate to the Clients tab
- Click on the client that you want to close
- Click on Other options and select Mark as Closed
Closed clients can be found under the Closed submenu in the clients view. You can re-open a closed client at a later date if you wish.
