Act! does not have an archiving solution as such and urgently requires one.
With the advent of GDPR it is becoming increasingly important to be able to move certain records from a MAIN database to an ARCHIVE database, this may be as a result of DECEASED individuals.
There are two possible current options:
A. Using the option of exporting selected CONTACT records from Database A to Database B, Opportunity records are NOT included in the export.
B. As an alternative, creating a REMOTE database of a Subset of data, ALL Opportunity records and ALL attachments are included.
Neither of the above are satisfactory or in reality fit for purpose and needs urgent investigation and resolution.
If an external tool could be developed that address the requirement this would great.
Right now it is causing us embarrassment with clients
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