How to Archive (Deactivate) a Contact
Contacts cannot be completely deleted in Liscio. However, you can archive a Contact for later reference.
To Archive a Single Contact:
- Click on the Contacts page on the left side of the screen.
- Use the search bar at the top of the list to search for a specific Contact.
- Click on the Contact.
- Navigate to the Details Tab, and click the ellipses (three dots) on the upper right-hand corner of the screen.
- Click Archive Contact.
The Contact will now be Archived (Deactivated) and can be found under the Archived tab on the Contacts page.
Note: When a Contact is Archived, all Open Tasks associated with that Contact will be closed (archived).
To Archive Contacts in Bulk:
- Click on the Contacts page on the left side of the screen.
- Click the checkbox next to each Contact you want to archive.
- Click the blue Archive button in the upper-right corner of the contacts page.
- Click Yes to confirm.
Related Article: How to Reactivate a Contact
Contact Us
Related Articles
How to Unarchive Files
On the Files page, click the Active filter Change Active to Archived Check the box next to the files you wish to unarchive. Scroll to the bottom of the page. Click the Unarchive icon. Click Yes. Files will now be on the Active Files page.How to Reactivate an Account
1. Click on the Accounts tab on the left-hand navigation. 2. Click on the Archived tab. 3. Click on the Account, and navigate to the Details tab. 4. Click the ellipsis (three dots) in the right corner. 5. Click Reactivate Account. After reactivating ...How to Archive (Deactivate) an Account
1. Click on the Accounts page on the left side of the screen. 2. Use the search bar at the top of the list to search for a specific Account. 3. Click on the Account, and navigate to the Details tab. 4. Click the ellipses (three dots) on the upper ...How to Reactivate a Contact
Click on the Contacts page on the left side of the screen. Click the Archived tab. Use the search bar at the top of the list to search for a specific Contact. Click on the Contact you want to reactivate. Navigate to the Details Tab, and click the ...How to Deactivate an Employee
If an employee leaves your firm, you may want to deactivate (archive) their record. Archiving removes the employee from all Client Service Teams, prevents users from messaging the employee, and prevents the employee from accessing Liscio. Only Firm ...