If you no longer need to keep a contact record, but don't want to delete them, you can archive the record instead. You could also move them down the contact list.
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From the Clients menu, select Clients list then find and open the required client.
If any of the entries are greyed out and you cannot select them, this is a restricted client — the client record has been set to Private and you do not have access. Contact your IRIS Elements administrator if you believe this is a mistake.
- Select the Contacts tab.,
- Find the contact you want to archive.
- From the Links panel at the bottom of the contact's BASIC INFO, select Archive contact.
- Confirm to archive this contact.
The contact is moved to the Show archived contacts drop-down at the bottom of the screen.
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