Jump to content
Sign in to follow this  
Mar Rainsby

Record Purge in OpenGI

Recommended Posts

Hi I know there is a module in OGI for record purging is there any way that this can be automated does anyone know?. I am keen to have any information about this. 

 

Regards

Mar

Share this post


Link to post

I don’t believe so as very specific criteria has to be set each time a purge is ran (at least in Live). Purging also has separate stages e.g. you have to purge ledger & diary before an actual policy/client record can be removed.

 

For all I know there may be an overnight command for Prospect to purge quotes/prospects ‘marked for deletion’, however we review these first as anyone can press Esc K (and maybe doing so for the wrong reasons).

 

Bottom Line, I feel nervous purging when doing manually, I would not like the idea of records disappearing from the system each night etc. 


Sorry, I’ve not been much help!

Share this post


Link to post

Create an account or sign in to comment

You need to be a member in order to leave a comment

Create an account

Sign up for a new account in our community. It's easy!

Register a new account

Sign in

Already have an account? Sign in here.

Sign In Now
Sign in to follow this  

  • Posts

    • I don’t believe so as very specific criteria has to be set each time a purge is ran (at least in Live). Purging also has separate stages e.g. you have to purge ledger & diary before an actual policy/client record can be removed.   For all I know there may be an overnight command for Prospect to purge quotes/prospects ‘marked for deletion’, however we review these first as anyone can press Esc K (and maybe doing so for the wrong reasons).   Bottom Line, I feel nervous purging when doing manually, I would not like the idea of records disappearing from the system each night etc.  Sorry, I’ve not been much help!
    • Hi I know there is a module in OGI for record purging is there any way that this can be automated does anyone know?. I am keen to have any information about this.    Regards Mar
    • Please find attached the Membership benefits for 2020 OGIUG Discounts 2020.pdf
    • Thank you Mark for the info I have logged it with OGI and they are looking at it.   
    • Hi Mar - and welcome to the Forum!   I think the issue is that the error message will be best investigated by OGI. I've never seen that one - but maybe some other live users may be able to assist. Other than checking the document filename / length of filename for the template and / or the trigger document - it would be best to log with OGI   Sorry I cant help - but sometimes its just a program error! - Oh - do check you are on the latest Vs of OpenSuite products - and especially ALL client software (each PC) is also upto date - that often causes random issues like this  (and OGI will say to check / upgrade as a first step anyway)   Let us know the outcome!   
×
×
  • Create New...