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Retrieve an Archived Account

ver. 1.0

 

As explained in the article Archive Accounts, these are removed from the dashboards and workflow.

In case you want retrieve such an account to reactivate or edit information, follow the following steps:

 

Click "Accounts".

On the "Accounts" page click the filter and select "Add Filter".

Retrieve_An_Archived_Account_01.png

 

On the "Add Filter" page, click the "Account Type" drop down.

Select "Archived".

Retrieve_An_Archived_Account_04.png

 

The "Accounts" page will display all the archived accounts.

Choose the account you want.

Retrieve_An_Archived_Account_02.png

 

 

The account page will display. The account name will have the word "Archived" next to it. 

Retrieve_An_Archived_Account_03.png 

 

You can proceed to edit, generate reports, etc.

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