Archiving a Record

Learn how to archive a record individually or in bulk, and how to recover one later.

Archive a record to make it inactive without deleting it — for candidates and contacts you're no longer working with but still want to access, or for companies that have gone out of business. Archiving keeps all of a record's data (emails, notes, appointments, and more) intact; it just removes the record from searches, reports, and list views unless someone specifically looks for archived records.

What happens when you archive a record:

  • All related email, notes, and appointments stay linked to the record.

  • Archived jobs don't appear in search results or reports, but still appear in Find if searched by ID.

  • Contacts of an archived company don't appear in Find or list views.

Credentials work differently. An archived Credential is soft-deleted rather than archived in the usual sense. To include it in a search, its Status must be manually set to Archived — which requires Archive to first be added as an option in the CandidateCertification Status field mapping.

Archiving a Single Record

  1. On the record's Edit tab, from the Status dropdown, select Archive.

  2. Click Save.

To un-archive a record, change its Status field to anything other than Archive.

Mass Archiving Records

If you are an administrator, you can archive up to 500 records at once from a list view. If you need to archive more, repeat the steps below for each additional batch.

  1. Go to the list view containing the records you want to archive.

  2. Run a search for the records.

  3. Select the checkbox in the column header to select all records.

  4. Click # Selected.

  5. Select Change Status.

    This option is controlled by your user type entitlements. If you don't see this option, contact your Bullhorn Admin, who can raise a case with Bullhorn Support to enable it.

  6. On the Change Status pop-up, select Archive.

  7. Click Save.

Mass Recovering Archived Records

You can recover up to 500 archived records at once. If you need to recover more, repeat the steps below for each additional batch.

  1. Go to the list view containing the archived records you want to recover.

  2. Run a search with Status > Include All > Archive, or filter the Status column for Archive directly.

  3. Select the checkbox in the column header to select all records.

  4. Click # Selected.

  5. Select Change Status.

  6. On the Change Status pop-up, select the new status, then click Save.

Recovered records reappear in searches and Find. You may need to log out and back in for them to reappear.

FAQ

What if I don't have Archive as a status option?

Archive is available as a status for every record type. If you don't see it and you're not on ATS Growth, contact your Bullhorn Admin — they can add it under Menu > Tools > Field Mappings by expanding the entity's Status field and adding Archive to the Value List.