Archiving contacts helps you keep your contact list organized by hiding contacts you no longer actively work with. When you archive a contact, it moves to the "Archived" status and is hidden from your main contact list, but you can still access it and un-archive it later if needed.
Archiving a Single Contact
To archive an individual contact:
Go to the Contacts page
Find the contact you want to archive in the list
Click the three-dot menu (⋯) on the right side of the contact row
Select "Archive" from the dropdown menu
Confirm the action in the pop-up dialog
What happens when you archive a contact:
The contact is marked as archived
All properties belonging to that contact are also archived
All upcoming or incomplete jobs for those properties are automatically deleted
All open issues for those properties are automatically deleted
Any repeating jobs are set to end effective today
Note: This action cannot be undone, but you can un-archive the contact later (though the deleted jobs and issues will not be restored).
Bulk Archiving Multiple Contacts
You can archive multiple contacts at once to save time:
Go to the Contacts page
Check the boxes next to the contacts you want to archive (you'll see checkboxes appear in the first column)
Click the "Bulk Archive" button at the top of the page
Review the confirmation dialog, which will show:
How many contacts can be archived
Which contacts cannot be archived and why (they have properties with upcoming jobs or open issues)
Click "Archive" to confirm, or "Cancel" to go back
Important differences with bulk archiving:
Contacts with properties that have upcoming jobs or open issues cannot be bulk archived
If you need to archive these contacts, you must archive them individually (which will automatically delete the upcoming jobs and open issues)
The archiving process runs in the background, so you can continue working while it completes
You'll see a progress indicator showing how many contacts have been archived
Viewing Archived Contacts
To see your archived contacts:
Go to the Contacts page
Use the status dropdown at the top (next to the search box)
Select "Archived" from the dropdown
You can also select "All" to see both active and archived contacts together. The status column will show "ACTIVE" or "ARCHIVED" for each contact.
Un-archiving a Contact
If you need to restore an archived contact:
Go to the Contacts page and filter to show "Archived" contacts
Find the contact you want to restore
Click the three-dot menu (⋯) on the right side of the contact row
Select "Un-archive" from the dropdown menu
When you un-archive a contact, all of its properties are also automatically un-archived. However, any jobs or issues that were deleted during archiving will not be restored.
Tips
Use the search box to quickly find specific contacts before archiving
Check the status counts at the top of the page to see how many active and archived contacts you have
If a contact has upcoming jobs or open issues that you want to keep, resolve or complete those items before archiving
Archived contacts are hidden from most views but can still be found when searching or viewing archived items