It would be helpful to have either a filter feature or archive capability available in both client and company CRM views. As a use case, we have inactive client accounts that we are not deleting, and since we can’t archive them, I’ve created the tag “Inactive Client.” I’d like to be able to either archive these clients or filter by tag so I don’t have to see them on my CRM dashboard.
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Hi @Culumber_Services! Thanks for reaching out and for the feedback. We do plan on releasing a client archive feature early next year. I have sent your feedback to our product team so that we can keep this in mind while we work on this feature. Please let me know if you have any more feedback. We are always here to listen! 