Archiving allows you to hide records from default views. This allows you to de-clutter your active working space without deleting records. Archived records can be un-archived again to bring them to the foreground.


The following entities support archiving:

  • Leads
  • Deal Registrations
  • MDF Requests
  • Referrals 
  • Widget Articles
  • Forum Threads and Categories



How do I archive and unarchive records?


You can archive and unarchive records by clicking the checkboxes next to the records that you want to archive or unarchive > Actions > Archive or Unarchive. 

Deals Lister Page 


Once a record is archived, how can I view it?


You can view unarchived records by filtering records by the "Archived Status." You can add the Archived Status filter by clicking Add Filter > Archived Status. 

Deals Lister Page - Add Filter


Select one of the below options from the Archived Status dropdown and click the "Apply Filters" button.


  • Any- shows both archived and unarchived records together in one view. 
  • Unarchived Only- shows only unarchived records
  • Archived Only - shows only records that have been archived

            Deals Lister Page - Archived Status Filter




Can Partner Users edit records that have been archived? 


To prevent Partner and Distributor Users from making changes to archived Leads, Deals, and MDF Requests,  go to Settings > Portal Configuration > General Portal Settings. You'll then scroll to the bottom of the page to select the "Don't allow Partner Users to make changes to archived Leads, Deals, and MDF Requests" checkbox  > Save.

General Portal Settings - Other Settings