Archiving /merging functionality

Managing Setup Options

All setup items in the system — also known as configurable objects — are standardized across the platform. This includes common configuration elements like:

• Agent

• Area

• Employer

• ...and other system-defined objects used for setup and maintenance.

Each of these objects will include secondary management options such as:

• Remove

• Archive

• Merge (where applicable)

These actions are accessed via the secondary options button (typically represented by a menu or three-dot icon).

Refer to the screenshots below for an example of how to access the Remove or Archive options in the Loan Product Setup screen.

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🗃️ Archive vs Remove vs Merge

📌 Archive

• Use this when the object is still linked to other records (e.g., loans, clients), but you no longer wish to actively use it.

• Archiving will hide the object from dropdowns and selection menus in the app — treating it as if it’s deleted — without losing data integrity.

• Archived objects can be restored at any time through the same menu.

❌ Remove

• This option is only available if the object is not currently linked to any other records.

• It performs a clean deletion of the object from the system.

🔁 Merge

• Use this when there is a better or more relevant object to transfer linked data to.

• For example, merging two areas will transfer all related records (e.g., loans or clients) from the original area into the new merged one.

• This helps avoid data fragmentation while keeping records intact.