About: This guide explains how to archive individual or multiple Contact records in Kizen. Archiving removes contacts and all related information from active view, ensuring that they’re no longer accessible. This can be useful for maintaining a focused and organized contact database

TABLE OF CONTENTS

• Archive a Contact Record
• Archive Multiple Contacts at Once

Archive a Contact Record

1. Navigate to Data tab from the top menu bar

2. Click Contacts

3. Search for the contact

4. Click on the Contact Name

5. Click Archive

6. Confirm Archival

This will archive the record and all associated information, so that it can no longer be accessed

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Archive Multiple Contacts at Once

1. Navigate to Data tab from the top menu bar

2. Click Contacts

3. Select the V icon next to All Contacts and choose the Contact Group you would like to choose

4. Select the V icon next to Perform Action

5. Select Archive Contacts

6. Complete the prompts in the pop-up and click Confirm. This will archive the record and all associated information, so that it can no longer be accessed

Hint: When an entity record is archived, all Active automations running on the record will Stop