You may experience times when you have an insured that is inactive and has been for years. You want to keep their records but you don’t really need them in your active database. This is where archiving can come into play. So how do I archive an insured?
Step 1: Pull up the client
Step 2: Choose Tools
Step 3: Click Archive Insured
Step 4: Click Continue
Helpful Tip: You can also archive by date. For example, if you want to archive anything from 2010 backward you can. You can even archive notes.
From the Main Screen click Archive Data, put in the date you want to archive from, and click Archive Now.
Notes work the same way. Put in the date, Choose the note type you want to archive, click the Archive Notes Now button, and you are on your way.