AnsweredAssumed Answered

What is the best way to archive closed cases and completed tasks?

Question asked by Casey Henry on Mar 2, 2017
Latest reply on Mar 22, 2017 by Michael Joyner

Hello, I am trying to figure out the best way to archive Closed Cases and Completed Tasks in such a way that they aren't expressly visible, yet still accessible for reporting and viewing elsewhere.


For example, I don't want Completed Tasks to remain visible in the Task subpanel under Cases. Another example would be not having Closed Cases visible when viewing the Cases List view.


My only idea was to potentially created an "Archived" module, where these items are moved to once closed/completed. Would this be the best solution? Or is there a simpler way to accomplish this? Not sure if this is an Admin or Developer question.


Thank you for any insight!