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.
- Unarchived Only - shows records that have not been archived
- Archived & Unarchived- shows both archived and unarchived records
- Archived Only - shows only records that have been archived
Deals Lister Page - Archived Status
Can Partner Users edit records that have been archived?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