Live preview build — flat $79/tech, everything included — data resets nightly. Give feedback

Archive Alamo Financial Advisors

Archiving hides this company from lists and pickers, so no new tickets, quotes, invoices or contracts can be raised against it. Existing records keep working — their company name still shows everywhere, and open tickets stay in your queues. This is fully reversible: restore it any time from the Archived view.

Open tickets 2

These stay open and visible in your queues after archiving — archiving does not close or hide them.

TicketSubjectAssignee
T-00006 Request: add user to Finance shared drive Ruth Castillo
T-00019 Onboard new accounting software Jordan Avery

Financial exposure

Unpaid invoices
1 unpaid · $5,213.32 outstanding
Active contracts
1 active
  • Alamo Financial Advisors — Managed IT Agreement · ends 2026-10-04
Open quotes
No open quotes.