Unarchive Companies

Unarchive companies allows you to recover (re-activate) previously archived (deleted) companies from your Kizen account. 

Overview

The system recognizes if a user attempts to add a company with the name that matches an archived company record in Kizen.

The pop-up window suggests two options: to unarchive the company or create a new one.

  • If selecting to Unarchive a Company, the record is restored. 
    • The Timeline reflects the unarchive action.
    • All field values of the archived company are restored.
    • Any field that was previously null, will be overridden with the new data.
    • Unarchiving a company will not override relationship fields, if a new relationship is added.

2022-11-30_20-26-03.jpg

  • If selecting to Create a new company, none of the archived record's field values or timeline populates into the information block or timeline.

  Hint

To unarchive a company, the name has to exactly match the archived company record's name. This includes capitalization and punctuation within the record name.

Unarchive a Custom Object Record

  1. Click on Data.
  2. Click on Custom Objects.
  3. Click on Companies.2022-11-30_20-23-06.jpg
  4. Click on New Company.2022-11-30_20-25-22.jpg
  5. Enter Company Name that matches the company record that was previously deleted (archived).
  6. Click Save.                                                                2022-11-30_20-25-35.jpg                                                                                 
  7. Click Unarchive in the pop-up message.                 2022-11-30_20-25-46.jpg                                 
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