This guide explains how to archive locations when they are no longer using Storable CRM's platform and how to activate archived locations. Archiving a location removes it from all system functions.
You need to contact your account manager or Storable CRM support before archiving or activating location(s) so they can add or remove integrations, turn on or off workflows and activate or archive its phone numbers.
Click here to learn how to add new locations.
You must be signed into Storable CRM's web version as an Administrator to perform these actions.
Select Location(s) to Archive
(A) Active - From the location list, confirm this is selected, indicating only active locations are listed. If the Active label is white, click to select it.
(B) Location - Locate the location(s) you wish to archive. You may select multiple locations to archive at once.
Archive Location(s)
(C) Archive - Once your location(s) have been selected, this will appear and become enabled. Click it to remove the selected location(s) from the system.
Select Location(s) to Activate
(D) Archived - From the locations list, confirm this is selected, indicating only archived locations are listed. If the Archived label is white, click to select it.
(E) Location - Locate the location(s) you wish to activate. You may select multiple locations to activate at once.
Activate Location(s)
(F) Unarchive - Click to activate the selected location(s) in the system. All previous settings will be reinstated.