A safer way to clean up the workspace without losing record history.
Deleting live data is almost always riskier than people expect, especially in a beta product where support, audits, and customer history still matter.
Archive keeps operational screens clean while preserving the underlying record so you can restore it if the decision changes.
Use archive for inactive clients, old services, cancelled invoices, and payment records that should not clutter active views but still matter historically.
Use filters and archived views regularly so the team remembers that archived does not mean gone forever.
When restoring, confirm the status fields still make sense. Sometimes a restored record should come back as paused or inactive rather than fully active again.
This keeps archive and restore from becoming a source of hidden workflow confusion.
Need the next step?
Keep moving through the help center or jump back into the product and apply the workflow directly.
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