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How to make copies of existent records

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  • How to make copies of existent records

    Hello,
    I am thinking about to create a kind of archive for not any more used records. Where this would be suitable could be e.g. a temporarily contract, that is not valid anymore, but has to be kept in the system for various imaginable reasons.
    espoCRM does not have an archive system as far as I know. So what could be an approach?

    My idea so far:

    Let`s say I have an entity with contracts.
    I clone that entity and rename it contracts archive
    Now I would have to get the respective records from contracts to contracts archive, which I would do by exporting them from contracts and importing into contracts archive.
    After that I would delete these contracts from the contract entity.

    Is that viable or is there an easier proceeding?

  • #2
    Hello!

    I think having a custom bool field "archieved" is enough maybe, and you can make a preset filters regarding this field.
    CEO of Eblasoft
    EspoCRM Expert since 2014
    Full Stack Web Developer since 2008
    Creator of Numerous Successful Extensions & Projects​

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    • #3
      For me I just give them a Status such as "Inactive", I also use the Show as Label and make the colors Red so it is more noticeable.

      I haven't figure how to make it automatic filter (Small List) yet though, so all my search will show both active and inactive contact.

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