Archiving an address
Planon ProCenter enables you to transfer address data to the digital archive via the Transfer to archive option on the action panel. Once addresses and their data are in the archive they can be viewed, but no longer be modified. To modify archived data, you must first retrieve the relevant address from the archive.
The ability to transfer an address to the archive depends on your settings and authorizations. Moreover, if an address is used in a reference field on an active order, for example External tradesperson, it cannot be archived.
 | Although you will receive a warning, you can archive addresses even if there are non-archived: • Contact persons present • Visitors present |