Modified: 2018/01/11 09:28 by admin - Uncategorized

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Archiver

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Introduction

The Automatic Archive tool periodically reviews Copy, Contracts and Customers in an effort to reduce the clutter (noise) by archiving anything that can reasonably be considered "old".

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Copy

Copy will archive based on the "recycle" timeframe defined in the Group settings.


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Contracts

Contracts only automatically archive if the following conditions are true:

• Contract has completed; meaning all spots are either on an invoice or trashed.
• Balance for all associated invoices is $0.00 due to being paid.
• Contract completed/paid for at least 60 days.

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Customers

Customer accounts only automatically archive if the following conditions are true:

• No existing active contracts.
• Balance is $0.00.
• Customer is more than 365 days old.
• Last contract to complete/paid (archived) did so over 365 days ago.
• Last payment/adjustment applied to the Customer occurred more than 365 days ago.

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FAQ

Is there a way to disable the archiver?

Short answer: No. Long answer: Not only does archiving information serve to reduce the overall "clutter", it also serves to significantly reduce the evaluation of information (improves performance). Although it's not recommended, you can effectively disable the archiver by simply toggling whether or not archived items are included and never toggle this setting to the original off state. To do so, leverage the View main menu to access the Archived toggle; once enabled, the archived items are included. This value is remembered the next time you open the window. If you leave this toggle active/enabled; please understand that it will take longer to load the information, the system will be run more "slowly".

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Additional Information