Archiving is the right way to retire a client or client group you no longer act for: it removes them from your day-to-day lists and pickers while keeping the full history — documents, meetings, engagements and notes — intact. This article explains how to archive, exactly what archiving hides, and why an archived record can still appear in a few places.
You can archive a group in two ways:
On the Client Groups list, click the group's Status badge and choose Archived from the dropdown.
On the group's own page, open the extra-actions menu (three dots) on the details card and choose Archive.
Either way, Nagaris asks Are you sure? before archiving — confirm with Archive. You'll see Client Group status changed to Archived (or Client group [name] archived successfully.). The same status dropdown lets you bring a group back later by choosing Prospect, Onboarding, Active or Lost — archiving is reversible, which is why it's preferable to deleting.
Individual clients are archived the same way, from the status dropdown on the Clients list or the archive action on the client's page.
The Client Groups and Clients lists filter to Prospect, Onboarding, Active and Lost by default, so archived records disappear from both lists immediately.
CSV exports mirror those filters, so default exports exclude archived records too.
The Add Meeting picker on the dashboard doesn't offer archived client groups.
Inside a group, archived clients are hidden from the group's tabs unless you switch on Show archived clients in the group header (the toggle only appears when the group has archived clients).
Status filters you set yourself. If you (or a saved view) added Archived to a list's status filter, archived records show by design. Open the Status filter and untick Archived, or reset the filters.
The group's own page. Archiving doesn't delete anything — following a direct link to an archived group still works, and an archived group's page always shows all of its clients, including archived ones.
My Actions on the dashboard. Action items already assigned from an archived group's meetings stay on your list until they're completed — archiving a group doesn't complete its outstanding follow-ups. Tick the items off (or open the meeting and delete them in edit mode) to clear them.
Documents. Files remain stored on the archived record, and SharePoint-backed documents remain in their folders in the Documents library.
Give the screen a refresh — lists refresh automatically when you return to the tab, but a hard refresh rules out stale data. If an archived client or group still appears somewhere unexpected after checking the filters above, contact support with the record's name, the page where it appears and a screenshot, and we'll investigate.
