Creating a new sector and moving records into it is the ideal way to hide records
that are old.
you only want certain people to see.
you don't want to appear in searches.
or cannot be deleted due to links in the database.
Create a new sector
Log in to Access Recruitment CRM as someone with Administrator capabilities.
Click Options then click Manager.
Click General and then click Sector Maintenance.
Click ✚ New.
In the Sector Name box, enter a name such as 'Archive', 'Old' or 'Hidden' etc.
Click Save.
Provide access to the sector
Log in to Access Recruitment CRM as someone with Administrator capabilities.
Click Options then click Accounts.
Click Users.
Find and select the User you want to have access to the sector.
On the Details Tab, hover over the sectors list and click the pencil icon to edit.
Select the checkbox next to your newly created sector.
Click the tick mark to save the changes.
Change the sector of a record
Open the record you want to move into this sector.
Under Sector add a tick next to your newly created sector.
Remove the ticks from all other sectors.
Click Save.
⚠️ Important: To see this record, users will have to be granted access to the sector by an administrator and sign into that sector.
Sign in/out of a sector you have access rights to
Click User and then click Profile.
Click the Sectors Tab.
To sign into a sector add a tick next to the sector, to sign out remove the tick.
Click Save.