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When you click on 'Purge Old Data', a progress bar will appear indicating the number of records to be purged as it finds them.
A list is formulated of any user activity, and any associated record updates that have occurred in the last seven years.
To complete the process, click on Purge these records.
A record can remain dormant for 6 years and a small update will restart the 7-year clock.
The activity list is used to determine what to exclude from a purge. The script then purges any data that is not on the activity list.
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- Incident Users
- Contact History
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Typically there are legal ramifications to records keeping. For business records, it is a common practice to hold records for 7 years before scheduling them for disposition. |