🗄️ Can I archive contacts?
Yes! You can archive contacts to "hide" them when you no longer need them, without deleting them. 🗄️
This option is useful for contacts that cannot be deleted because they already have issued documents. Instead of deleting, archive the contact to hide it from the list.
📍 How to archive a contact
Go to the contact's page and click Archive, on the right side of the page.
👀 What happens to an archived contact?
The contact is no longer shown:
- in the Contacts menu list;
- when creating documents.
⚠️ Important: if you need to use this contact to create documents later, you must unarchive it first. Otherwise, you won't find it when searching by client name while creating an invoice.
📊 Reports: even though the contact is archived, it remains available for search in the reports. If it has issued documents, you can still search for it to access the corresponding report.
🔎 How to find archived contacts
Go to the Contacts menu and, in the Status filter, select Archived and click Filter. All archived contacts will be shown.
♻️ How to unarchive a contact
1In the Contacts menu, in the Status filter, select Archived.
2Go to the page of the contact you want to unarchive.
3Click Unarchive, on the right side of the page. ✅
💬 Common questions
❓ What's the difference between archiving and deleting a contact?
A contact with issued documents cannot be deleted. In that case, you can archive it to hide it from the list.
❓ Are the documents I already issued for the archived contact deleted?
No. The documents already issued for that contact are not deleted.
❓ Why can't I find my client when creating an invoice?
The contact may be archived. Archived contacts don't appear when creating documents. Unarchive the contact and search again.
❓ Can I use an archived contact again?
Yes. Just unarchive it on the contact's page, and it will show up again in the Contacts list and when creating documents.
❓ Where can I see the contacts I archived?
In the Contacts menu, use the Status filter and select Archived.
❓ Does an archived contact still appear in the reports?
Yes. The contact remains available for search in the reports and, if it has issued documents, you can search for it to access the corresponding report.
💡 Tip: to learn how to delete a contact with no issued documents, see the article How to Delete a Contact.