What is an “archived” program?
Archived programs are those to which the client no longer has access.
Unlike deleted programs, they still remain visible in the client's file, but only from a professional account, for its stakeholders.
When a customer is deleted, their programs are automatically archived.
Archiving, step by step:
Click on the “Contacts” tab and choose the desired client.
Go to the “Plans” tab.
To archive an “active” program, click on “See program”.
Select the option “Archive program”.
Archived programs can be found at the bottom of the page.
⚠️ Permanent actionOnce a program has been archived, it cannot be “unarchived.” However, it can be cloned. |
Transferred client or new stakeholder
If the stakeholder who created the program has been archived, you can follow the procedure above and archive the program.
If the stakeholder is still active in the client's file, the new stakeholder will not be able to archive the program.
⚠️ A super administrator can remove a stakeholder from a client's file if he is part of his business. Thus, the other participants will be able to archive their program.
To learn more, click here.
If it is rather an external party, the client can write to us to authorize us to remove him from his file.
Group Programs
If a program is created for a group, and you archive it in the group's folder or in a member's folder, it will be archived for all members of the group.