Purge Contact Logs BEFORE |
From the list, select the first month from which you do NOT want to remove contact logs. Be especially careful when you select a month - do not include an accounting period that isn't completely closed. All contact logs dated prior to the month you selected will be marked for purging. |
Card Type |
From the list, choose to purge contact logs for customer, suppliers, employees or personal contacts only, or to purge contact logs for all people and companies in the Card File. |
Identifiers |
Enter the identifiers assigned to the people and companies whose contact logs you wish to purge. Only those cards whose identifiers match ALL the identifiers you enter here will be marked for purging. |
Do Not Purge if Log Entry has a Recontact Date |
Mark this selection if you don't want to purge contact logs that have recontact dates assigned to them. (When you create a contact log in the Contact Log Entry window, you can enter a date on which you want to contact that person or company again.) If you mark this selection, only contact logs with no recontact dates assigned to them will be marked for purging. |
Cancel button |
Click this button to leave this window. |
Continue button |
Click this button to open the second Purge Closed Sales window, where you can begin the purging process. |
X column |
This column allows you to mark the cards (displayed in the Card Name column) whose contact logs you want to purge from your Accounting Plus company file. To select a card, click this column next to the card's name; a mark will appear in this column. To remove a mark from this column, click it. |
Card Name column |
Depending upon your selection in the Card Type field in the previous window, this column displays all of the cards of that type in the Accounting Plus system. If you want to purge a card's contact logs, click the x column next to the card's name. |
Type column |
This column displays the type of card (customer, supplier, employee or personal contact) for each card in the Card Name column. |
Cancel button |
Click this button to leave this window. |
Purge Contact Logs button |
Click this button to purge the contact logs for the cards you selected in this window, for the time frame you specified in the first Purge Contact Logs window. |