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Record Purge in OpenGI


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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

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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!

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