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Create hidden client group (for non active or deceased clients)

Feature RequestContacts (Clients / Prospects / Employees / Introducers)Groups

It would be great to create a group that can be hidden from the main search and only accessed when searching in the hidden group. This group can be for non active clients, deceased, etc so these clients do not come up when searching in the search bar or via rocket.

Area of the system
Posted by Anna Griffiths ·
Status: Accepting Feedback2 comments

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Comments2

  • Tom Orchard

    •

    Dec 3, 2025

    Yes yes yes. We have so many legacy clients, being an old firm, that we want to keep records for, but not clutter the system as they currently do. Some sort of archive would be just amazing

  • Stuart Boyle

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    Sep 17, 2025

    Ooo, this would be good. Definitely need more ‘housekeeping’ tools in Plannr and this is a great idea for one. An all-in-one archive area would be the dream - you could send a client record/case/plan to archive, so it’s accessible if ever needed, but out of the way of the actual day-to-day business. Make it an area that you physically have to click into to access the info, and accessible only to those the firm dictates need it.