Archiving an Organization Record

Navigation: Records > Organization

1. From the bottom navigation bar, click Records 
2. Click Organization. The Organization Manager will display.
3. In the Search field, enter the name of the organization you want to archive or scroll through the list of organizations on the page
4. Click the name of the organization. The Organization Record page will display.
   
   
   
   
5. Click the Record Status dropdown menu
6. Select Archived. A banner will display confirming that the organization record has been updated.