You may wish to clear your email Inbox and Sent box a little but still need to ensure that you have kept all records of your correspondence. Archiving is the tool for you to use, the emails will stay in there but can be moved back if need be.
Go to Communicate>Inbox or Communicate>Sent and locate the email you wish to archive.
Click on the cog symbol to the far right of the email and select Move to Archives.
If you need to move an email back out of Archive, simply go to Communicate>Archives and locate the email you wish to move. Click the cog symbol to the far right of the email and select Move to Inbox.
Note: The Archive section with the Communicate app is different from the Archive section within TidyHQ itself (accessible from the Administration Dashboard). See here for more information on the Archive section.
Understanding the categories in Sent and Archives
Both Communicate > Sent and Communicate > Archives organise messages by category. You can filter by category to find what you're looking for quickly.
Some categories reflect messages you sent manually; others are populated automatically by TidyHQ.
Category | Source | What's in it |
Manual | Emails sent via Communicate > New Email | |
Group Message | Manual | Messages sent via Group Messages |
SMS | Manual | SMS messages sent via Communicate |
Event | System | Event invitations and scheduled event emails |
Finance | System | Invoices, payment receipts, and deposit notifications generated by TidyHQ |
Meeting | System | Meeting invitations and distributed minutes |
Membership | System | Welcome emails, renewal reminders, and expiry notices from membership levels |
Task | System | Task reminder emails |
System-generated categories are assigned automatically — you can't manually move a message into Finance, Meeting, Membership, or Task. If a message isn't showing up where you expect, check that you're looking in the right category.
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