Archive client contacts

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.

1. From the Clients menu, select Clients list.
2. Change the client list view to either Active clients or a custom view that includes all relevant clients.

If any of the entries are greyed out and you cannot select them, this is a restricted item — the parent client record has been set to Private and you do not have access. If you believe this is a mistake, contact your IRIS Elements administrator. Users who have Administrator level permissions are able to view all public and private client records, even those where they are not named as assigned users.

3. Select the Contacts tab.,
4. Find the contact you want to archive.
5. From the Links panel at the bottom of the contact's BASIC INFO, select Archive contact.
6. Confirm to archive this contact.

   The contact is moved to the Show archived contacts drop-down at the bottom of the screen.