Archive unused locations and reactivate them when needed to keep your Storable CRM environment accurate and operational.
Quick Start
1. Contact your account manager or Storable CRM support before changing any location status.
2. Sign in to Storable CRM on the web as an Administrator.
3. Open the locations list and choose whether you want to view active or archived locations.
4. Select one or more locations.
5. Click the action to archive or reactivate the selected locations.
Prerequisites
• You must be signed in to Storable CRM's web version as an Administrator.
• Before archiving or activating any location, contact your account manager or Storable CRM support so they can add or remove integrations, turn workflows on or off, and activate or archive phone numbers as needed.
To add a new location, click here and review the setup guide.
Archive Locations
From the location list, confirm Active (A) is selected so only active locations appear.
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Select the Location (B) records you want to archive. You can select multiple locations at once.
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Click Archive (C) after the selected locations are highlighted. This removes the selected locations from system use.
Activate Locations
From the locations list, confirm Archived (D) is selected so only archived locations appear.
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Select the Location (E) records you want to reactivate. You can select multiple locations at the same time.
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Click Unarchive (F) to reactivate the selected locations. Any previous settings for those locations are reinstated.