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FAQ: How do I Archive a Contact?

By Mel Ikac | FAQ | Comments are Closed | 3 September, 2019 |

A contact is archived when they no longer work for the company. The contact is removed from the Active Contact list and moved to Archived Contacts. The contact record information is accessible and if they do return to the business then the Contact record can be restored to the Active Contact list.

Once a contact is Archived access to myosh is automatically removed. If the contact record is restored to the Active Contact list the contact will retain no access to myosh unless updated by the Administrator.

To Archive a Contact open the contact record which is to be archived and complete the following steps:

  1. Select Edit and scroll to the Personal Details section
  2. Select the Archived check box
  3. Select Submit

A Contact document cannot be deleted. Archiving allows historical information to be retained however, the contact is removed from the active contacts list.

If the Contact has any Site responsibilities they must be removed prior to archiving. If site responsibilities haven’t been removed you will be prompted to remove them within the contact record.

If a user is to be archived ensure that the user that has all responsibilities reassigned to another responsible person.

This FAQ relates to myosh Version 4. Click here to find out which myosh software version you are using.
archiving

Related Post

  • FAQ: How do I archive employees?

    By Mel Ikac | Comments are Closed

    To Archive ex employees you need to go to their account in Contact Person Database, tick the Archive Box and put an End Date in for the account. This FAQ relates to myosh Viking, VersionRead more

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    • Videos
    • Online Learning
    • FAQ
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    • Guided Learning
    • Manuals
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  • Academy News
    • Latest Articles
    • Viking Releases
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  • About myosh
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