Contact Management - Archiving Consultant Details

Modified on Mon, 10 Jul, 2023 at 8:50 AM

ARCHIVING CONSULTANT DETAILS

You can delete the consultant details temporarily or permanently from your active consultants list. The consultants deleted from Contact Management->Consultants home page will be available in View Archive page of Consultants for future reference.

ARCHIVE A CONSULTANT

To archive a Consultant, select the consultant record and click on the ‘Archive’ link. Result: You are prompted to respond to an alert message as shown below:

  • Click on the OK button, if you want the selected consultants to move to View Archive page for future reference.
  • Click on the Cancel button to cancel and return back to Consultants home page.

MAKE A CONSULTANT AVAILABLE

To make available a Consultant, select the consultant record and click on the Make Available link. Result: The screen refreshes by making available the selected consultant record to Consultants home page.


DELETE A CONSULTANT

To delete a Consultant, select the consultant record and click on the Delete link. Result: The screen refreshes by displaying the following alert message as shown below:

  • Click on the OK button to confirm the deletion of the consultant.
  • Click on the Cancel button to cancel and return to Consultants View Archive page. 

Was this article helpful?

That’s Great!

Thank you for your feedback

Sorry! We couldn't be helpful

Thank you for your feedback

Let us know how can we improve this article!

Select at least one of the reasons
CAPTCHA verification is required.

Feedback sent

We appreciate your effort and will try to fix the article