When I set a client/matter as Closed and then use the Purge tool, it certainly seems like the client/matter is gone, but is it still in the database, just marked as something else. OR does it get completely removed from the database?
Thanks
When I set a client/matter as Closed and then use the Purge tool, it certainly seems like the client/matter is gone, but is it still in the database, just marked as something else. OR does it get completely removed from the database?
Thanks
Completely gone as far as I know.
Look to Inactive or Closed if you want to hang onto them for a while for reporting, etc.
Basically, not only is the Client/Matter gone, but all the slips, payments, bill images, etc. for that client/matter as well.
Nancy Duhon, Esq.
Duhon Technology Solutions, LLC
Master Certified Consultant for Sage Timeslips
Providing individual Consultations and Third Party Remote Desktop Support - including older/unsupported versions.
404-325-9779
[email protected] Duhon, Esq.
Duhon Technology Solutions, LLC
Master Certified Consultant for Sage Timeslips
Providing individual Consultations and Third Party Remote Desktop Support - including older/unsupported versions.
404-325-9779
[email protected]
*Community Hub is the new name for Sage City