Archiving Custom Views
- Quickly locate and retrieve the most used list views without navigating through large amounts of unused data.
- Makes your database smaller and therefore ensures that your Zoho Desk instance is running at peak performance.
- You do not have to worry about losing any data because it is only the view that is being archived and not the data.
- Archiving applies to all custom list views under the Tickets, Activities, Tasks, Calls, Events, Contacts, and Accounts modules.
- Starred Views will not be considered for archiving.
- Archived Views are permanently deleted and cannot be found in the Recycle Bin.
- Agents cannot manually archive views, as this is an auto-archiving feature.
- Click the [Module] tab from the top bar. (For, eg. Tickets, Contacts, Accounts, etc.)
- In the [Module] Home page, click Archived Views on the left panel.
If you’re in a Starred View, switch to All Views and then click Archived Views. - Select an archived view from the list that you want to access.
- Go to the desired module.
- Click Archived Views on the left panel.
- Right-click on an archived view in the left panel and click Show Criteria.
- The criteria editor page opens on a view-only basis.
- Go to the desired module.
- Click Archived Views on the left panel.
- Open an archived view from the list that you want to unarchive.
You can view the number of days left for it to get permanently deleted. - Click Unarchive Now in the upper-right corner of the page.
The list view will be unarchived immediately.
- Go to the desired module.
- Click Archived Views on the left panel.
- Right-click on an archived view in the left panel and click Delete.
- Click Yes to confirm your action.
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