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Archiving a Record

Overview

This article outlines the what occurs when a record is archived as well as the process of archiving and viewing archived records.

You archive a record as a way of making it inactive, but not deleting it. This status should be used for candidates and contacts that you are no longer working with but you still wish to access. It can also be used for companies that have gone out of business.

Archived Record Details

When a record is archived:

• All associated email, notes, appointments, etc., remain linked to the record.
• The record wont be returned in fast find search results, reports, or tearsheets.
• Archived jobs aren't returned in search results or reports, but will be returned in fast find if searched by ID.
• Contacts of companies that have been archived don't appear in fast find or in the list view.

Archiving a Record

1. On the record's Edit tab, from the Status drop-down, select Archive.
   
2. Click Save.

For information on archiving records in mass, see the Mass Archiving Your Records article.

Viewing Archived Records

1. Open the list view for the record type you wish to view.
2. Filter the Status column by "Archive".