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Archive a contact

Remove a contact from searches by archiving them.

Updated over 2 weeks ago

There may be instances where you need to remove a contact. Archiving retains the contact information, allowing you to restore the contact if required.


Archive a contact

  1. Navigate to the Contacts tab, then select the contact you would like to archive.

  2. Select the Actions drop-down menu in the top-right, then select Archive.

  3. A pop-up will appear to confirm the action. Select Archive to proceed.

  4. A notification will pop up informing you that the contact has been archived. You will also see a red archived tag next to the contact's name.


View archived contacts

There are two different ways to view archived contacts.

This first method is via the Contacts tab.

  1. Navigate to the Contacts tab.

  2. Search for the contact using the search bar.

  3. You can identify the archived contact via the Archived tag.

This second method is via an exported report.

  1. Head to Workspace Settings.

  2. Under Data, select the Export tab.

  3. Under the Export drop-down, select Contacts.

  4. Select the Include Archived checkbox.

  5. Select your date range.

  6. Select Export.


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Restore a contact

  1. Navigate to the Contacts tab.

  2. Using the search bar, type the name of the contact you would like to restore.

  3. Identify archived contacts via the red Archived tag.

  4. Select the contact.

  5. Click the Actions drop-down menu, then select Restore.

  6. Select Restore to complete the process.

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