How can I Archive or Delete a client
In order to Archive a client, simple locate your client in Engager, then in Section 1 General Info, change the Status from Active to Archived. These will drop off of your billing the following month also
Once Archived, they will still be in your Engager account under Archived. Head to Clients - Archived
You can view their information, you can email and you can even see historic Jobs that have been completed.
It is best to Archive than DELETE due to audit purposes but if you really want to Delete a client- here you go:
Deleting a client
If you really want to remove the client entirely, perhaps it was a keying mistake, then follow these steps. If you have acted for this client however, we'd recommend the Archive facility above.
Locate the client in question - once selected you'll be taken to the Summary Screen - scroll to the bottom and look for Maintenance
Once you select Delete, you'll be prompted to review whether you should Delete this record entirely
Related Articles
How to delete a client record
Although we don't really recommend deleting data from the Engager platform, there are times when you've made a genuine mistake and just want to get rid of what you've done. Additionally, this could be a prime opportunity to check your PERMISSIONS for ...How to use the client portal in Client Engager
In this video, we take a look at what our clients can see in their portal and how to these use it. You'll see how they sign documents and also complete forms. If you've not used Forms before, click here for more information, For more portal tips and ...My client can’t log into their portal / Password reset
Typical Login issues Incorrect email - check their email versus what you have stored in Engager (see below for more detail) Portal - Are they logging into the correct domain. Remember, it's YOURCOMPANYNAME.PORTAL.engager.app, it's the all important ...Creating and managing Users, Departments and their Permissions in Client Engager
When you’re getting set up in Engager, we highly recommend adding your departments and staff into the system. You may want to restrict access to certain things and so we’ve provided you with features to change all personnel permissions. Prefer to ...Client ID / Reference
Can I change the Client ID? When new customers join Engager, they often ask whether they can Engager to sync up their existing Client References Numbers / IDs to Engager, and Engager to follow suit sequentially. Unfortunately this is not possible and ...