It's a smart idea to clean up the database. Removing records that don't need to be part of the database keeps the program running efficiently. The time required to find, sort, and report is reduced by this simple little step.
Before proceeding, back up the current files. Always make a back up of the database BEFORE running routines that modify or delete transactions. See the help topic titled How do I back up the database?
In Caselle applications, History refers to transactions that are created when a user performs an action. For example, printing a check, closing a job, terminating an account, shutting off service are all tasks that will create a transaction. The application creates the transaction and saves it to the hard drive on your PC.
Do this...
1. Open Connect Backflow Management > Organization > Delete History.
2. Do you want to delete testing activity?
Yes, I want to delete testing activity. Select the option to Delete Testing Activity Prior To checkbox. Then, verify the MM/DD/YYYY. Running the routine will delete all assembly activity with an action date that occurs before the MM/DD/YYYY. The routine uses the value stored in Organization > Delete Testing History After [ _ ] Months to set the default date.
No, I don't want to delete testing activity. Clear the option to Delete Testing Activity Prior To checkbox.
3. Do you want to delete notification activity?
Select the option to Delete Notification Activity Prior To checkbox. Then, verify the MM/DD/YYYY. Running the routine will delete notification activity with a transaction date that occurs before the MM/DD/YYYY. The routine uses the value stored in Organization > Delete Notification History After [ _ ] Months to set the default date.
No, I don't want to delete testing activity. Clear the option to Delete Notification Activity Prior To checkbox.
The history is deleted.