How to Archive a Recall Follow

To archive a recall so that it no longer gets sent to the ‘To Action’ tab, select the recall/s you wish to archive, and click on the ‘No Further Action Required’ button.


Once you have done this, click on the ‘All Synced Recalls’ tab. The archived recall will now appear in this list with a grey background, as pictured below.


This recall will no longer be sent to the ‘To Action’ tab for actioning. If you wish to unarchive a recall, simply select the recall from the ‘All Synced Recalls’ tab and click on the ‘Further Action Required’ button, as pictured below.


The recall will now be reactivated and will return to the ‘To Action’ tab when it’s due date is coming up (note that if the due date is in the past or within the date range in your settings, it will immediately return to the ‘To Action’ tab).

If you have any questions or concerns about this process, please contact our friendly Support staff by emailing with your query.


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