If a record within your database is no longer required during day to day searching and reporting, say for ex members etc, then rather than deleting the record outright, it may instead, be placed into the archive.
The archive is a 'halfway house' between permanently deleting the record and losing all of the history that has been accumulated whilst the record was active, and having to keep ignoring the record within your search results and reports.
Any number of records may be added to the archive and they may be just as easily retrieved and utilised once again at any stage. Once retrieved the record will be in exactly the same state as when it was archived with full profile, subscription, transaction and historical information recorded.
A check is made prior to archiving or even deleting a record that there are no outstanding financial items on the record and if there are, then these need to be cleared before Enterprise will allow the record status to change. This is to ensure the integrity between your membership system and accounting system is maintained. Return to previous page |