Within the Client Setup page the Client Status can be selected as either Active or Inactive. It would helpful to add a third status category, perhaps called "Archive". Clients could be moved to this category if they will not be seen again (e.g. single consult meeting, client moves, dies, etc.). This will de-clutter the Inactive status category, within which clients who are seen only periodically may be moved. In turn, this would declutter the Active status category so that only those attending regular, recurrent sessions will be kept. In sum, you'd have: Active = active clients, Inactive = periodic/infrequent clients, Archive = records holding until backed up and deleted from MCP+ (i.e. actually archived.)