03-03-2015 08:46 AM
Hi -- I just got a call from one of the folks in the office that they have discovered a client record is missing (I'm assuming it was accidentally deleted, but don't know for sure).
1) Is there a way to tell if it was deleted accidentally?
2) Is there a way to recover just this one client record?
We do have a backup, but it's a couple of weeks old, so if we can restore (export/import, whatever) the one client, that is highly preferred.
Sorry, I don't know ACT! very well, but help out this office with their IT functions. So, I'm just looking for ways to proceed.
03-03-2015 09:46 AM
03-03-2015 10:03 AM
Hi David --
I will be cutting/pasting your reminder to the staff. I'll go onsite and check the deleted contacts and do a restore as.
If it doesn't show in 'Contact deleted', I'll update and see about possible reasons...but more on that to follow.
thanks a bunch.
03-03-2015 11:05 AM
03-03-2015 02:23 PM
Hi David --
I definitely learned alot:
1) History reports are pretty cool and easy to use. The contact wasn't there ( and wasn't deleted).
2) "Restore as" is pretty easy, but not always obvious. I first tried to export as a comma delimited text file, imported and...the contact was there, but no history. So, I exported from restored db to active db and that worked fine, copied all the history, etc. Very nice, but the best thing about it:
3) When it went to do the restore/mege to the active db, it found the old record, which somehow had been changed to a different name. So, I cancelled the merge, updated the name and...all is good. Guessing this must have been done outside the range of my history report, since the 'accidental name change' didn't show up in the report.
At any rate...thanks a bunch. You showed me some new items in ACT!...nice to see some of it in action and have a happy ending.
Also, set up the ACT Scheduler for the backups...I had just been doing manuals, so this should be 'more betterer'.
03-03-2015 07:46 PM