Re-open a closed, deceased or deleted client fileĀ 

  1. From the Dashboard, click Clients, then depending on the current status of the client file, choose Closed, Deceased or Deleted


2. From within Closed, Deceased or Deleted, click on the client file you wish to reopen

3. Click Okay when prompted to confirm your action

4. You can now find the re-opened client file in the Current tab in your Client List


5. The following GIF captures the whole workflow from start to finish

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