Archiving Business Contacts

  • Thread starter Thread starter Adam
  • Start date Start date
A

Adam

Our company has managed to grow the business contacts section to almost 4500
individual contacts. Does anyone know of a way to "archive" older contacts?
I don't want to delete them, but it has gotten so that BCM for the smartphone
won't open anymore, so the only thing to do is shrink the contacts to a
usable size. Any ideas or suggestions welcome.
 
I've been looking for a means of doing something like this as well. Our
situation a the office we get cancelled accounts/contacts. We are required
to keep files for 7 years. The export doesn’t work as I thought it would so
we delete the accounts/contacts. (Hear this out.) This only works in a
shared environment... well possibly a single as well.

Deleting the Account/Contacts places them in the deleted items folder. Just
don’t permanently delete the items. Workstations are unable to delete the
items in the trash can. Only the owner of the DB.

In our case, the owner of the DB is the server which no user uses.

It's a possible solution.... sort of risky... just back up your database.
 
I've been looking for a means of doing something like this as well. Our
situation a the office we get cancelled accounts/contacts. We are required
to keep files for 7 years. The export doesn't work as I thought it would so
we delete the accounts/contacts. (Hear this out.) This only works in a
shared environment... well possibly a single as well.

Deleting the Account/Contacts places them in the deleted items folder. Just
don't permanently delete the items. Workstations are unable to delete the
items in the trash can. Only the owner of the DB.

In our case, the owner of the DB is the server which no user uses.

It's a possible solution.... sort of risky... just back up your database.






- Show quoted text -
Click to expand...

You definately want to clean out the Deleted Items folder as it grows
to contain a significant fraction of all items. Items there impact
database performance just as much as undeleted items.
 
Try this -- go to a BCM Contacts List view. Highlight some contacts
(CTL+left mouse click), then right click and select Export. You can export
those to a .BCM file format, import them into an "archive" database, then
delete them from your main BCM db. Be sure to select "All History" to make
sure you get all your compliance info too.

HTH,
Lon
___________________________________________________________
Lon Orenstein
pinpointtools, llc
(e-mail address removed)
Author of Outlook 2007 Business Contact Manager For Dummies
Author of the eBook: Moving from ACT! to Business Contact Manager
www.pinpointtools.com
 
Back
Top