The most important reason why you should be archiving your old activity inside FT CRM is to avoid losing data.
What is Archiving
Archiving is the process of securely storing data that is no longer actively used or needed on a regular basis, but that may still be valuable for historical analysis.
Archiving data in FT CRM can have several benefits. For example, it can help to reduce the amount of clutter and unnecessary data in the system, making it easier for users to find and access the information they need.
It can also help to improve the performance and speed of the platform since less data needs to be processed and stored.
How to Archive
We have the ability to archive Segments, Activities and Lifecycles Projects that are no longer in use.
To archive data in FT CRM, users have to select the data they want to Archive, and move them to a storage area within the platform. The data can then be accessed and retrieved from the Archive page.
Whenever you see the Archive icon for Segments, Activities and Lifecycles Projects it means you have the possibility to archive
We can archive Segments, Activities and Lifecycles Project from theEllipsis menu.
💡Segments that have not been used within the last 6 months or more will be highlighted at the top of the Segments Page as a suggestion to be archived.
How to Restore Archived data
To restore the date from archived Segments, Activities or Lifecycles Projects, you will need to access the Archiving feature from inside of FT CRM. This can be found under the CRM menu. From there, you can navigate to the Archived data section and select the specific data you want to restore.
Once you have selected the data, you can use the restore function to bring it back to the active data section.
The purpose of the change log is to provide a record of changes that have been made, as well as to provide information about the nature of the changes. Any archived Segments, Activities or Lifecycles Projects can be seen in the Change log.
Overall, the archiving feature is a useful addition to CRM that helps to better manage your data and work more efficiently.