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How do I Unarchive a contact?

How do I Unarchive a contact?

If an archived contact or client needs to be made active again, you can always Unarchive them.

Updated over 2 weeks ago

Overview

If an archived contact or client needs to be made active again, you can always Unarchive them.

An example of this would be a client that you used to represent (who was archived) who hires you to represent them again. Instead of creating a new contact record for them, you'd simply Unarchive their existing contact record to make them an Active contact in the system.

Unarchiving a Contact

  • Open the Contact Details Page for the Archived contact

    • Please note: Archived contacts will not appear in the Global Search bar

    • You will need to click the Contacts tab, click the Archived filter, and then find their name in the list of Archived contacts

  • Scroll to the screen's bottom-left corner, then click the blue button labeled Unarchive Contact

  • If their Client Portal was set to Disabled, but a valid email address is on file for the contact, you will be asked whether or not you'd like to enable the Client Portal before finalizing the action

  • Click on Unarchive to finish Unarchiving the contact

Once these steps have been followed, the contact will no longer be archived!

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