Record Types

Record Types define the categorization of archive folders in FREEZE. Each archived record is assigned a Record Type, which can later be used for filtering and searching.

Available Record Types

• Miscellaneous – Default type for general documents
• Quotes
• Orders
• Blanket Orders
• Return Orders
• Invoices
• Credit Memos
• Payments
• Finance Charge Memos
• Reminders
• Refunds
• Contracts
• Claims

Setup

On the Freeze Record Types page, you can specify for each Record Type whether it should be used as the Default for certain document tables. This ensures that the appropriate Record Type is automatically assigned during automatic archiving.

When manually archiving (Quick Freeze), users are shown a dialog where they can set the Record Type, Record Title, and Reference Date.

FactBox: Count per Record Type

On the search result page, the Record Type Count FactBox shows how many archive folders exist per Record Type for the current record.