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Archiving stakeholders and contact persons

  • Updated

Archiving makes stakeholders and contact persons inactive without losing their data. This is useful if a contact has left the organisation or if a stakeholder is no longer directly relevant to your project, but you still want to retain the information.

Every stakeholder and contactperson in Dialog has a status: Active or Inactive. When you archive an item, its status changes to Inactive. You can always restore an archived item, after which its status changes back to Active.

How does it work?

Making the status visible on the overview page

The status is not visible by default on the overview pages for stakeholders and contact persons. Would you like to see the status in the overview? Add the column:

  1. Go to the overview page for stakeholders or contact persons.
  2. Open the column settings using the cog in the top right of the overview page.
  3. Activate the Status column and place it where you want it in your overview.

The status of each stakeholder or contact is now visible in the overview. Do this for both overview pages if you want to see the status for both stakeholders and contact persons.

Archiving via the detail page

  1. Open the stakeholder or contact you want to archive.
  2. Click the Archived button in the top right.
  3. Confirm that you want to archive the stakeholder or contact.

The status of the stakeholder or contact is now Inactive.

Archiving multiple items at once

  1. Go to the overview page for stakeholders or contact persons.
  2. Select the checkboxes for the items you want to archive. This can be one item or multiple items.
  3. Click the box icon (archive).

The status of all selected items is now Inactive.

Restoring

Is a stakeholder or contact relevant again? You can restore it in the same two ways:

  • Via the detail page: open the stakeholder or contact and click Restore.
  • In bulk: select the items you want to restore on the overview page and click Restore.

The status changes back to Active.

Filtering by active or inactive

By default, the overview page shows both active and inactive stakeholders and contact persons. Would you like to see only active or only inactive items?

  1. Open the filter on the overview page.
  2. For the status, choose Active or Inactive.

You will now see only the stakeholders or contact persons with the selected status.