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Would be great to have a way to Archive or make Dormant Clients & Billing Clients. I have former customers and Dormant customers in my client list and would be great if i can keep them or filter them so i don’t see them when I am dealing with current clients. ;)
Also the ability to change a clients email from our end as we have nonprofits we work with and they are often changing volunteers and boards and I keep having to create a new client login instead of simply chaning it to a new user.