Archive a Contact

Roles/permissions:

• Roles: Any
• Permissions: Archive Contacts

1. Select Contacts from the global navigation bar.

2. Choose Contact List on the secondary navigation menu.

3. Select each contact you want to archive by clicking the in-line checkbox.

4. Click on the archive contacts icon.

• This icon is located in the top-right corner and looks like a document box.

Restore Archived Contacts

Roles/permissions:

• Roles: Any
• Permissions: Archive Contacts

1. Click on the Options menu in the top right corner.

2. Select Archived contacts from the dropdown menu.

3. As needed, input a search for a specific contact.

4. Click Unarchive next to each contact you wish to restore to your contact list.

5. Click Done to return to the contact list.

Delete Archived Contacts

Contacts can only be deleted after they have been archived. To delete a contact, first follow the instructions above to archive the contact. To get started, navigate to the Contact List in Canopy.

Roles/permissions:

• Role: Admin
• Permissions: Delete Contacts, Archive Contacts

1. Click on the Options menu.

2. Select Archived contacts from the popout menu.

3. Click Delete next to each contact you want to permanently delete from Canopy.

• Use the provided search box to search for a specific contact.

4. Click Done to return to the Contact List