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KLERQ Knowledge Base

Archive an event

Overview

Section titled “Overview”

Archive an event once it has happened and any follow-up is recorded. The attendee list and linked contacts stay intact, which is what makes the event useful evidence of a client relationship later.

Archived events are on the Archived tab of the Events page.

Steps

Section titled “Steps”
  1. In the left menu bar, click events.

Step 1

  1. Click the record you want to work with to open its panel.

Step 2

  1. Click the ⋮ menu and choose Archive event.

Step 3

Step 3

  1. Confirm. The event disappears from the default list and can be found again on the Archived tab.

Step 4

Section titled “Related”