10-12-2016 01:14 PM
We are in the midst of cleaning up our ACT database (contacts/companies in there for almost 12 years, some to be deleted, some saved). In a perfect world there would be a recycling bin of sort, so that they could be “deleted” then reviewed before final deletion. Something else we thought about doing was creating a new database and moving those contacts over – is this something that can be done? For companies and contacts?
Or any other advice on how to manage this situation?
THANK YOU ALL SO MUCH IN ADVANCE! I have received such great help and advice from this forum.
Brienne
10-13-2016 02:16 AM - edited 10-13-2016 02:16 AM
Hi Brienne,
It really depends on your particular situation. While there is no recycle bin type feature in Act, here are a few different suggestions for handling old data:
10-13-2016 02:16 AM - edited 10-13-2016 02:16 AM
Hi Brienne,
It really depends on your particular situation. While there is no recycle bin type feature in Act, here are a few different suggestions for handling old data:
10-13-2016 04:04 AM
Just a slight tweek on what Gary has suggested. For my clients who need a fresh start we create a new empty database with all the users in it. We then get the client to create a Group called New Database.
You now put all those you want in the new database into this group. Finally you do a database to database export using the group as the lookup to be exported. We then rename the old database Archive so it is is still there if an old record needs looking up or transferring to the new database.
10-13-2016 07:00 AM
Thank you SO much for the reply Gary! Looks like the best thing for us is to make a copy of the database to keep as an archive and then delete (clean up) contacts and companies.
10-13-2016 07:03 AM
Thank you Ch1p! That is definitely another way to approach it as well. Since there are many contacts/companies that were created before current employees got here, I will be the one going through and doing the cleanup and assigning which to keep/archive.
Thanks again!