There are two ways to archive a CRMS client record

Using the "Archive" action icon

1. Login to FORT and click on CRMS from the main menu

2. Using the Client Search facility, find the client's details

3. Click the "Archive Client" icon displayed in the "Actions" section (far right-hand side)

4.. A grey dialogue box will appear asking you to confirm whether you wish to archive the client. Click "Ok"

From the "Client Details" screen

1. From the client's home screen click on the blue "More client details" link

2.Click the red "Archive" button at the bottom of the screen

3. A grey dialogue box will appear asking you to confirm whether you wish to archive the client. Click "Ok"