Archiving old Client Data

[Ketan1]

Hi, Do we have a way to Archive old client data that we don't need any more?
Thanks

Ketan

[Support Team]

Re: Archiving old Client Data

Thank you for posting this.

The recommended way is to change the Account status to 'Not Active', as a result, by default the Account and linked Secondary Contacts will not be listed in various lists, however - you will still be able to opt to see them in case needed.

It is also possible to set Asset status to Not Active.

Hope this helps!

[Ketan1]

Re: Archiving old Client Data

Thanks for your reply. I have currently changed them to Not Active but I want to purge the data to reduce the database size as its really old and the clients are out of business. Thanks

[Support Team]

Re: Archiving old Client Data

Feedback noted and you're welcome.
In regards to database size - FWIW this is normally neglected and does not have much effect unless we're speaking about a huge number of records. Thanks!

[rfbalmer]

Re: Archiving old Client Data

We have over 37,000 tickets, 30,000 assets and 4,000 customers. No issues here with speed. We are running the SQL version.

[Grtaeme-ACT]

Re: Archiving old Client Data

We have 159,367 tickets, 8,000 assets running the SQL version and do have perodic speed issues.

A purge function would be nice!