Product Updates
Recover archived or missing data
Find clients, tasks, notes, and records that may be archived, trashed, filtered, or assigned elsewhere.
Instructions
- 1.Clear filters and search for the exact client, task, or note name.
- 2.Check archive or trash views where available.
- 3.Look inside the related client profile, stack, workspace, or task folder.
- 4.Restore the item if it was moved by mistake.
- 5.Avoid creating duplicates until you confirm the original record is gone.