A client is no longer active, but their history must stay.
Track
Client identity
Phase
Keep the list clean
Starts with
Inactive client in list
Ends with
Archived with history
The lodge wants a clean active list without losing past invoices and payments.
Sales or accounting removes a client from the active list.
A parent with children must have them reassigned first.
Only a $0 client with no history can be deleted.
This is the key moment of the journey: the list is clean and nothing is lost. This is the key moment of the journey.
Restoring brings back the same record and history.
Works with the client record and commercial decisions.
Owns money movement, registers, and reconciliation.
Automates emails, matching, reminders, and sync.
The client under Archived.
Why: Restore it if they come back.
Every past invoice and payment still there.
Why: Keep the audit trail.
History is never deleted. A client with history is archived.