Last updated: 2025-12-02
Protect Communication History - Contacts
Protect Communication History - Contacts
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In this Topic ShowHide)
- Overview
- Restoring an Archived Contact
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Overview
This section describes what happens to SmartOffice contacts when the
[Protect Communication
History](/help/pro/protect/communication/history/-/introduction) feature is enabled for an office.
For general information about working
with contacts, see [Contacts
and Businesses](/help/pro/contacts/and/businesses/-/introduction).
Archiving a Contact
When the user [deletes
a contact](/help/pro/contacts/and/businesses/-/creating/and/deleting/contacts/and/businesses) that has correspondence,
or [SmartPad
notes](/help/pro/protect/communication/history/-/smartpad/notes) associated with it, SmartOffice notifies the user that the contact
will be archived.
The contact is then moved to the Archived Records area of the system.
SmartOffice also archives the linked correspondence, documents and notes.
Any other records linked to the contact—households,
policies, pending cases—are
deleted according to SmartOffice's normal [deletion
rules](/help/pro/contacts/and/businesses/-/creating/and/deleting/contacts/and/businesses) and are not archived.
Activities linked to an archived contact are removed from the calendar
but are retained in the database. If the archived contact is restored,
those activities reappear in the calendar.
Viewing an Archived Contact
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From the SmartOffice [side
menu](/help/pro/navigation/-/side/menu), select Utilities
> Archived Records to open
the Search Archived Records dialog box.
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Enter the name of the archived
contact in the Name field, or leave the field blank to display all
archived contacts.
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(Optional) To limit search
results further, click the Filter
and/or Set hyperlinks to specify
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Click the Search
button to display the Archived Records List.
Note: The details of an archived
contact cannot be viewed from the Archived Records List. The contact must
be restored before its details can be viewed.
Restoring an Archived Contact
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From the Archived Records List, tag
the contact.
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Select Menu
> Restore Tagged Archived Record(s).
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