Archiving a Record is the first step toward deletion and there are two ways to archive a Record:
- From within the Record itself
- By multi-selecting Records from a List Report
When the record is archived we will have a notification from the platform. - To see our instructional article on Record Archiving please click here.
Note: Not every user has the permission to Archive Records. If you do not see the archive button ask your administrator for access.
Security Note: Users with Archive permissions can only Archive records to which they have Full Access to. If their access is Read-Only then they cannot Archive them.