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How Do I Archive Contacts

Archiving hides a contact from your active list without deleting their transaction history - useful for contacts you no longer work with but still need records…

Steps

  1. Go to Contacts.
  2. Select the checkbox beside the contact(s) you want to archive.
  3. Click "Archive" in the toolbar.
  4. Confirm the action - the contact moves to the Archived tab and disappears from All Contacts, Customers, or Suppliers.

Related Articles

  • How Do I View Archived Contacts Only?
  • What Does the Archived Section Mean?
  • What Is the Difference Between Deleting and Archiving a Contact?

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