Archiving Contacts allows you to keep references to the Contact and maintain a history of what has been Acquired from or Disposed to them.

To Archive a Contact

  • From the Main Menu click 'Contacts'
  • Select the Contact from the Contacts List or Search for the Contact
  • In the Contact Information Panel check the checkbox next to where it says 'Archived'
  • Click the 'Save' button

To Un-Archive a contact follow these same steps and uncheck the 'Archived' checkbox before you save.

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