Unarchive Companies


Purpose: Unarchive companies allows you to recover (re-activate) previously archived (deleted) companies from your Kizen account

TABLE OF CONTENTS


Unarchive Companies Overview

The system recognizes if a user attempts to add a company with the name that matches an archived company record in Kizen. The pop-up window suggests two options: to unarchive the company or create a new one.


If selecting to Unarchive a Company, the record is restored. 

    

    1. The Timeline reflects the unarchive action

    

    2. All field values of the archived company are restored


    3. Any field that was previously null, will be overridden with the new data


    4. Unarchiving a company will not override relationship fields, if a new relationship is added



2. If selecting to Create a new company, none of the archived record's field values or timeline populates into the information block or timeline.


Hint: To unarchive a company, the name has to exactly match the archived company record's name. This includes capitalization and punctuation within the record name

Unarchive a Custom Object Record


1. Navigate to Data tab


2. Click on Custom Objects


3. Click on Companies



4. Click on New Company button



5. Enter Company Name that matches the company record that was previously deleted (archived)



6. Click Save


7. Hit Unarchive in the pop-up message    


                      

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