BOOK A CUSTOM DEMO

Deleting & Archiving Contacts

Managing your team's roster effectively is crucial for maintaining an organized and accurate record of who's currently involved in your business operations. In this section, you'll learn how to remove contacts (staff members) from a team when they are no longer active. Presto PDCA provides two options: permanently deleting a contact or archiving them to maintain a historical record of all personnel-both past and present. By understanding how to delete and archive contacts, you'll keep your team structure up-to-date while preserving a clear digital trace of your organization's human resources.



Deleting or Archiving a Contact

1. Select the team which has the contact you wish to archive or delete

2. Select contact. Click 'Edit'

3. Click here to archive or delete

4. By 'Archiving' contacts, they can be retrieved and added again to your company.
By selecting 'Remove' they are removed from the company completely.
To retrieve them requires sending a request to your helpdesk

This website uses cookies, including third-party cookies, to guarantee you the best experience on our website, analyse traffic to this website, show you personalised ads on third-party websites, and provide you with social media features. You can change your preferences at any time by accessing the cookie settings. For further information, please read our Cookie Policy