Archive and Delete

Archive a partner who no longer works with the dealership. Delete a partner only when the record was created by mistake.

Requirements: The partner update permission to archive or restore, and the partner delete permission to delete. The Owner and Manager roles hold both. Both actions also need Partner Directory Access.

Archive or restore a partnerCopy Anchor Link

1. Select Partners in the sidebar.
2. Open the row menu of the partner.
3. Select Archive. To bring an archived partner back, set the Status menu to Archived and select Restore in the row menu.

The toast Partner archived or Partner restored confirms the change. The partner page offers the same Archive and Restore buttons.

An archived partner leaves the default list. The partner page shows the word Archived. The record keeps its deals, commissions, notes and documents.

Delete a partnerCopy Anchor Link

1. Open the row menu of the partner.
2. Select Delete.
3. In the dialog Delete and the partner name, select Delete partner.

The toast shows the partner name followed by was deleted.

Change several partners at onceCopy Anchor Link

1. Select the checkbox of each partner in the list.
2. Select Archive or Restore in the bar that shows the number of selected partners. The button reads Restore when every selected partner is archived.
3. For a deletion, select Delete and confirm with Delete and the number.

A toast reports the partners that changed and the partners that could not change.

NotesCopy Anchor Link

• A partner with deals cannot be deleted. The message reads This partner has deals. Archive them instead so the history is kept.
• A deletion cannot be undone.
• In a bulk deletion, partners with deals are kept and reported.