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KLERQ Knowledge Base

Archive a contact

Overview

Section titled “Overview”

Archive a contact when they leave the company or should no longer be put forward as a referee. They disappear from referee pickers, but stay attached to the submissions that already cite them.

Archived contacts are on the Archived tab of the Contacts page.

Steps

Section titled “Steps”
  1. In the left menu bar, click contacts under the Firm heading.

Step 1

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

Step 2

  1. Click the ⋮ menu and choose Archive, under Danger zone.

Step 3

Step 3

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

Step 4

Section titled “Related”