Setting Up an Archive

Check a record type to archive (e.g., Address Records).

You will only see record types for which you have data in CDM+.

Choose Archive All, Advanced Find or Standard Search.

Example of a Membership archive:

Double-click a record to exclude it from the archive.

Choose Archive Mode from the drop-down field; be intentional.

1. Standard Archive to move data to the archive file and remove from the main file.

2. Copy Only to move data to the archive file and leave in the main file.

3. Delete Only to remove data from the main file. THIS WILL PERMANENTLY DELETE YOUR DATA!