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Past clients are former clients that have been archived. Archiving preserves all household data — people, notes, tasks, meetings, emails, and activity history — while moving the household out of your active clients list. Past clients can be restored to active client status at any time. Open the past clients list by clicking Clients → Past clients in the sidebar.

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Archive a client

You can archive a single client or archive multiple clients at once.

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Single client

From the client’s detail page, click the … menu and select Archive to past client.

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Bulk archive

1

Select clients on the clients list

Use the checkboxes to select the clients you want to archive.
2

Open the bulk actions menu

In the selection bar at the bottom, click … and select Archive to past client.
3

Confirm

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The past clients list

The past clients list shows all archived client households in your book. The default columns include the household name, email, phone, tags, dates (created, archived, was client since), and meeting activity. Past client-specific columns like Archived on and Was client since help you track when clients were archived and how long they were active. Use the Tags quick filter or click Filter for advanced filtering by name, contact info, location, meetings, touchpoints, and custom fields. For details on customizing columns, filters, and views, see Data views.

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Restore a past client

Restoring a past client moves them back to the active clients list and reactivates client features like review scheduling and custodian account linking.

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Single restore

From the past client’s detail page, click Restore to client.

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Bulk restore

1

Select past clients

Use the checkboxes on the past clients list.
2

Click Restore to client

In the selection bar at the bottom.
3

Confirm

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Bulk actions

Select one or more past clients to reveal the selection bar at the bottom with these actions:
  • Restore to client — Move selected past clients back to the active clients list
  • Add to project — Start a project for each selected past client
  • Bulk email — Send a bulk email to all selected past clients (limit of 100 recipients)
  • Add tag — Apply a tag to all selected past clients
Click the … menu for additional actions:
  • Delete — Permanently delete selected past clients and all their data
  • Move to another book — Transfer to another book you can access (requires access to multiple books)
Deleting past clients permanently removes all associated data including people, notes, tasks, meetings, and activity history. This cannot be undone. To confirm, type the uppercase phrase shown (for example, DELETE 5 PAST CLIENTS) to enable the Delete button.

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FAQ

No. Archiving preserves all household data. The client moves from the active clients list to the past clients list. You can restore them at any time.
Not directly. Restore the past client to active client status first, then convert them to a prospect from the client detail page.
No. Past clients do not have linked custodian accounts, so they are not included in AUM calculations.
Yes. Search a past client’s name, email, or phone number in global search (press ⌘K). Matching results are labeled Past client and open the past client’s record.

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Next steps

Clients overview

Manage the active clients list

Households

Features shared across all household types