Archiving a Person Record

Navigation: Records > Person

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