AccountManager Archive Pending Views
AccountManager’s “Archive Pending” views provide administrators the ability to review documents marked for archive (MFA) by users with “Mark for Archive” rights enabled on their AccountManager User Profiles. Users can set documents to be Mark for Archive using the Action/Utilities menu. In the “Archive Pending” views, administrators can either “Restore” documents marked for archive or “Approve Archiving” of them. It’s recommended that AccountManager administrators review the documents in these views periodically, restoring or approving as needed. To permanently archive documents approved for archiving, please contact Empowering Systems support staff.
[Archive Pending Views Screenshot 1]
“Archive Pending” View Action Buttons:
Restores the selected documents to their original positions and views in AccountManager. If the document is a “child document” (i.e. an opportunity line item), its associated “parent document” (i.e. opportunity header) will also be restored.
|Approve Archive (Sel)||
Approves the selected documents for permanent archiving. To permanently archive documents approved for archiving, please contact Empowering Systems support staff.
“Archive Pending” View Descriptions:
|“Archive Pending” View Name||Description|
Displays all the documents marked for archive, categorized by their document types.
Displays all account profiles currently marked for archive.
Displays all location documents currently marked for archive.
Displays all the contact profiles currently marked for archive.
Displays all Biz Docs (i.e. samples, quotes, opportunities, quotes, RFQs, design wins, etc) currently marked for archive.