fiogf49gjkf0d Hi,
You can create a team called archive and only allow the Administrator access to it. Then, instead of deleting Accounts you can move them to the Archive team by either running a mass update through Tools | Realign Territories
Moving forward, you can also add an Archive value to the Account Status pick list and then run a mass update on a weekly schedule.
We have also implemented an Acrhive button for one our customers which only the SLX admin users have access to Archive the data on an ad-hoc using basis using the below script:
Sub Button1Click(Sender)
If MsgBox (Application.Translator.Localize("You are about to archive this account (and contacts)") & vbCRLF & "It will not be deleted, and can be recovered if required." & vbCRLF & vbCRLF & _
Application.Translator.Localize("Are you sure you want to do this - as you will lose access to it!"), vbYESNO + vbExclamation + vbDefaultButton2, Application.Translator.Localize("Warning")) = vbNO Then
exit sub
End If
Dim strSQL, objAcc, AccID
AccID = Application.BasicFunctions.CurrentAccountID
' Modify SeccodeID to "hide" the contact - sets it to the team "Archive"
strSQL = "update account set seccodeid = 'FDEMOA00000Q', UserField10 = 'Archived' where accountid = '" & AccID & "'"
Set objAcc = Application.GetNewConnection
objAcc.Execute strSQL,,adExecuteNoRecords
If ErrorCheck(Application.Translator.Localize("Error updating (Account) information:")) > 0 Then exit sub
Set objCon = Nothing
Application.BasicFunctions.RefreshMainView
End Sub
Sub CanDelete
btnArchive.Enabled = False
Select Case Application.BasicFunctions.CurrentUserID
Case "UDEMOA00000I" ' Lee Hogan
btnArchive.Enabled = True
Case "ADMIN"
btnArchive.Enabled = True
End Select
End Sub |