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changes.mady.by.user Fiona Hardy

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changes.mady.by.user Dave Marshall

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1. Archive applicant

Info

In some circumstances, an applicant cannot be archived (for example, if they have a pending offer)
When this applies, a prompt will be displayed to inform why the archive cannot be carried out

From applicant:

  • Click the drop-down option beside Active and select Archive/delete applicant

    Archive applicant - menu option.png

  • Select Archive Applicant and click Accept
    To generate a printable summary of the applicant journal content, tick Print journal entries before clicking Accept

    Archive applicant - select option.png
Tip

The Active icon on the applicant record will change (as shown in next step) plus a log of when the applicant was archived is added to the Activity Feed and applicant journal

2. Unarchive applicant

From applicant:

  • Click the icon beside Active and select Unarchive/delete applicant

    Archive applicant - unarchive option.png

  • Select Unarchive Applicant and click Accept

    Unarchive applicant.png

  • The applicant record is active again

    Unarchived applicant.png
Tip

The Active icon on the applicant record will change again plus a log of when the applicant was recovered from the archive is added to the Activity Feed and applicant journal

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1. Archive contact

Info

In some circumstances, a contact cannot be archived (for example, if they have active roles)
When this applies, a prompt will be displayed to inform why the archive cannot be carried out. If the contact has historical Landlord activity, you will be unable to archive, but you can still erase, or make inactive for GDPR purposes.

From contact record:

  • Click the drop-down option beside Status and select Archive

    Archive contact - menu option.png

  • Click Yes

    Archive app - prompt.png
Tip

The Status icon on the contact record will change (as shown in next step) plus a log of when the contact was archived is added to the Activity Feed and contact journal

2. Unarchive contact

From contact:

  • Click the icon beside Status and select Unarchive

    Archive contact - unarchive menu option.png

  • The contact record is active again

    Unarchived contact.png
Tip

The Active icon on the contact record will change again plus a log of when the contact was recovered from the archive is added to the Activity Feed and contact journal

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