Archiving and Unarchiving Referral Partners

Archiving Referral Partners

To archive a referral partner, tick the action box next to the record(s) you wish to archive in the referrer table.

An archive button will appear at the top right of the table.

Set your archive reason on the pop up and press Archive.

If archiving a group record, this will archive all branches and contacts below the group record (if using Referrer Plus). Similarly, if you archive a branch, it will also archive any associated contacts below.

Unarchiving Referral Partners

Option 1: To unarchive a referrer, select “Archived” under the status filter on the referrer table. Tick the action box next to the record you wish to unarchive. Press the ‘archive’ button and the system will ask if you want to unarchive the record.

If you unarchive a group record it will also unarchive all branches and contacts below (Referrer Plus). Similarly, if you unarchive a branch record, it will unarchive all contacts below too.

Option 2: To unarchive a referrer, select “Archived” under the status filter on the referrer table. Open the referrer record. Press ‘Edit referral partner’ and edit the status from Archived to an alternative status’.

This will unarchive this record but not any associated branches or contacts. Press ‘save’.