How do I archive a Contact?

How do I archive a Contact?

This article will guide you through archiving a contact. This should be used like a delete function, only it will not delete the contact completely but leave it archived in your database for possible future use.
  1. Locate the contact
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See "Search Contacts" for help on locating your contacts
  1. In the top right of the contact details screen, select "Archive Contact"

  • Enter the reason for archiving the contact
  • Select Archive Contact

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If the Archive Contact option is not available, you do not have permission to access this function in the software, please contact your manager