1. Clients: archiving client groups
Section titled “1. Clients: archiving client groups”When you delete a client group that is in use, the group is archived rather than permanently removed. You can restore archived client groups at any time.
2. Reports: deactivated client and member reports
Section titled “2. Reports: deactivated client and member reports”To open the report for a deactivated client or member, navigate to the deactivated clients or members list, click the three-dot menu, and choose View report.
3. Tasks: delegation filters
Section titled “3. Tasks: delegation filters”“Delegated to” and “Delegated by” filters let you sort out tasks that have been delegated to you or by you.