How to Archive a Record

When a record is archived, the record is removed from the main CRM Records page and its details are no longer visible. Only records that are not associated with any other record can be archived. In order for a record to be archived, it must be submitted for review and the archive request approved. A list of archived records can be found in the CRM by clicking ‘Advanced Search’ and toggling to ‘Archived Records’.

1. Find the record to be archived.
2. Request the record to be archived.
3. A reviewer must approve the record request.

There are two ways to trigger an archive request: on the CRM records page, and on the page of the record itself.

On the CRM Records Page

1. Navigate to the CRM Records page:
   • Click CRM in the left nav menu.
   • Click View All in the CRM Records pane on the home page.
2. Use the search bar or filters to find the record in need of archiving.
3. At the end of the record’s row, click the three line menu icon.
4. Click ‘Archive’.
5. Add a comment if desired. This comment will be viewable in the Support/Comments section of the record.
6. To submit the record to the default reviewer, click ‘Submit for Review’.
7. To submit the record to a specific reviewer, click ‘Specify Reviewer’ and select the desired reviewer from the dropdown. Click ‘Submit for Review.
8. The Reviewer will be notified by email that this record needs his/her attention.
9. The record will retain its current status but receive an “Archive Requested” flag.
10. A reviewer will review the record.
11. If rejected, the record will not be archived.
12. If approved, the record will be archived.

On the Record’s View Page

1. Navigate to the CRM Records page:
   • Click CRM in the left nav menu.
   • Click View All in the CRM Records pane on the home page.
2. Use the search bar or filters to find the record in need of archiving.
3. Open the record by clicking on the record name.
4. In the top right corner, click ‘More’.
5. In the dropdown menu, click ‘Archive’.
6. Add a comment if desired. This comment will be viewable in the Support/Comments section of the record.
7. To submit the record to the default reviewer, click ‘Submit for Review’.
8. To submit the record to a specific reviewer, click ‘Specify Reviewer’ and select the desired reviewer from the dropdown. Click ‘Submit for Review.
9. The Reviewer will be notified by email that this record needs his/her attention.
10. The record will retain its current status but receive an “Archive Requested” flag.
11. A reviewer will review the record.
12. If rejected, the record will not be archived.
13. If approved, the record will be archived.