Setting up & Configuration
Working with Jobs & Tasks
Scheduling & Planning
Quoting, Ordering, Invoicing and Bills
Managing Your Team
Learning Video Collection
Archiving & Restoring Contact
In this article we take you through the steps in archiving a Contact and also restoring a Contact that has been archived.
We recommend archiving a Contact instead of deleting as they are still available to see and still saved on your account just in case you need to find them again. However, if you do accidentally delete a contact you can filter your contact list to include previously deleted contacts and then restore also.
Step 1: Navigate to Contacts and select All Contacts
Step 2: Choose a Contact you wish to Archive
Step 3: Archive Contact
The contact is now archived and in the Archived field.
Step 1: Choose Contact to restore
To restore an archived Contact navigate to archived contacts and select the Contact you wish to restore.
Step 2: Restore Contact
Your Contact is now restored and back in your All Contacts list.