CRM filters and/or archive capabilities

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.

post by Culumber_Services on Oct 31, 2025

post by Veronique_Cadet on Nov 3, 2025

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!

post by Ellis_Bennett on Apr 6

Hi Veronique, Just following up on this feature as we’re now into the new year. This would be really useful for us too. Any idea when this feature will be rolled out?

post by Veronique_Cadet on Apr 8

Hi @Ellis_Bennett Thanks for reaching out! We’re planning to release this feature in about 8 weeks. We really appreciate your patience and are excited for you to have access to it soon. In the meantime, please feel free to share any questions or feature requests. We’re always here to help and listen!

post by Gedy_Leon on Apr 30

I was looking for this. Looking forward to the feature.

post by brittany on Apr 30

@Gedy_Leon we will be sure to update you when it’s ready! We know it’s a much anticipated feature.

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