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History

  • 1.  History

    Posted Jul 27, 2020 10:53 AM
    Looking for input on how long to keep history ... we have customers in our database going back 20 years that may not have bought in the last 15 years or are no longer in business.

    How long should we keep our sales or purchase history?

    If you would purge / delete, what method would you use to delete it.



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    Debbie Janssen
    Accounting (AR and AP) and GP Maint
    Sure Controls Inc.
    Greenville WI
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    Academy - Online Interactive Learning from Experts


  • 2.  RE: History

    SILVER CONTRIBUTOR
    Posted Jul 27, 2020 03:30 PM
    Hi Debbie,


    There is a recorded webinar about this topic here.
    There is also similar thread discussing this topic here.



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    Aref Karam
    Data Consultant
    LTI Information Technology
    Ann Arbor MI
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    Academy - Online Interactive Learning from Experts


  • 3.  RE: History

    TOP CONTRIBUTOR
    Posted Jul 29, 2020 01:18 AM
    The rule of thumb is you will never be asked for old historical items until after you delete them.

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    Bruce Strom
    Programmer Analyst
    Paradise GP Consulting, Inc.
    Sunrise FL
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    Academy - Online Interactive Learning from Experts


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