Archiving Records to Keep Your Lists Fast

What this is

Archiving lets you move an opportunity, contact, or company out of your active list, the pipeline board, and dashboard counts, without deleting anything. Archived records are fully searchable, exportable, and can be restored in one click whenever you need them. Use it to keep your day-to-day view focused on current work while holding onto every piece of history.

Archiving records

Head to the list you want to tidy up:

• Opportunities: https://app.trustpager.com/crm/opportunities
• Contacts: https://app.trustpager.com/crm/contacts
• Companies: https://app.trustpager.com/crm/companies

In the table's action toolbar (the same row that holds the Delete button), click the Archive icon. This puts the list into select mode and reveals a checkbox on every row.

Tick the records you want to archive, then click Archive. The selected records move out of the active list immediately. The same flow works on all three lists.

Viewing and restoring archived records

Once you have archived at least one record, an Archive button with a count badge appears on the right-hand side of the search bar. Click it to open the archive browser: a searchable list of everything you have archived.

Each row in the archive browser has two actions:

• Open — view the full record detail page without restoring it to the active list.
• Restore — move the record back into your active list, the pipeline board, and dashboard counts straight away.

The archive browser has the same placement on Opportunities, Contacts, and Companies.

Restoring from a record's detail page

If you open an archived record directly (for example, from a search result or a shared link), you will see an amber Archived badge in the header action row, near the Back button. A Restore button sits beside it. Click it to bring the record back into your active lists without returning to the archive browser.

Keeping large lists running smoothly

When an active list grows beyond around 2,500 records, a banner appears above the table suggesting you archive records you have finished with. The banner stays visible until enough records are archived to bring the count below the threshold. It is there to keep the in-app list snappy: your data is always available through search and export regardless of whether records are active or archived.

Permissions

Anyone with edit access can archive and restore records. Users with view-only access can open the archive browser and view records inside it, but the Archive and Restore actions are hidden for them.

Tips

• Archiving is not deletion. You will never lose data by archiving a record.
• Archived records still appear in search results across TrustPager, so you can find them at any time without restoring them first.
• The Archive button in the search bar only appears once at least one record has been archived. If you do not see it, archive one record first.
• You can archive and restore in bulk from the list view. Open the archive browser, tick multiple rows, and restore them all at once.

Related

• How to Manage Opportunities — search, filter, bulk-action, and create opportunities from the list view
• Managing Contacts — organise and update your contacts
• How to Manage Accounts — keep your company records organised