How to make copies of existent records

[shalmaxb]

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?

[eymen-elkum]

Hello!

I think having a custom bool field "archieved" is enough maybe, and you can make a preset filters regarding this field.

[espcrm]

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.