Archive Contacts in eduCRM

We are excited to announce the release of archiving contacts in eduCRM.

This new feature provides a more flexible way to manage your contact database, eliminating the need to delete a contact permanently.

Archived contacts are retained for one year and do not count toward your billable contact limits, giving you better control over contact management and billing compliance.

Key Features

• Archive contacts

• Move contacts such as Encoura prospects to an archived state, removing them from your active contact count.

• Restoration

• Restore archived contacts to active status (subject to a 30-day restriction).

• Bulk action

• Archive up to 100 contacts per page, matching the current delete functionality.

• Retention Period

• eduCRM automatically and permanently deletes archived contacts after one year.

  
  

Benefits

• Improved contacts management

  Safely remove contacts from your active list without permanently deleting them. This preserves the data and provides an option for recovery.

• Maintain billing control

  Archived contacts do not count as billable contacts toward your contract, helping you manage costs and stay within your plan's contact limits.

• Streamlined compliance 

  The automated cleanup process, which occurs every year, helps maintain database hygiene and ensures compliance with data retention practices.

Upgrade and/or Setup Instructions

No upgrade or setup is required. The "Archive" button will appear alongside existing options in your Contacts interface.