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best way to delete inactive records
Posted: 22 Jan 10 8:46 AM
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Trying to figure out how to remove older profiles that have not been touched in years. When I write a query using "lasthistorydate" field, that helps, but only as far as notes are concerned. It will still pull activity past my "less than or equal to" statement of "12/31/2005" (to do's, notes,phone calls). Is there ANY way to build a query to pull records that have not been touched, via history notes, to do's, activities, from 12/31/2005 and earlier? We have WAY to many records in our system (180,000+) AND many, many duplicates, so just starting the process of figuring out how to clean this mess up! |
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Re: best way to delete inactive records
Posted: 22 Jan 10 10:03 AM
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You are probably better off by starting your analysis outside SLX. If you don't have Remotes, then you may be even able to do it all outside SLX, otherwise you would want to do something like Using SQL Queries (or Scripts) to identify and flag the records to remove, then use the SLX Purge Utility to remove them. |
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Re: best way to delete inactive records
Posted: 23 Jan 10 8:53 AM
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Stephanie,
The description of what you are trying to do is vague. There are many, many, many tables in the SalesLogix database system and saying you have way too many records in the system (180,000+) is not clear. Where are you getting the 180,000 from? Is this the number of accounts, contacts or opportunites? Is it the number of records in one table? Is it a sum of the counts from multiple tables? See what I mean?
Why you want to do this is another question. Are there performance issues? Something else?
The history table could very easily contain 180,000 records and truthfully is a small amount. If the number is the record count of the sum of multiple tables I'd say this is a small amount as well.
If you are talking about 180,000 accounts this could be trimmed down if necessary. I had written a query in the past to identify accounts that have had no activity in x days. The query does not use the "lasthistorydate". I don't believe this is a reliable field which you seem to have run into.
The nice thing about the built-in purge a group function is it does a cascading delete. If you purge an account group the purge will get rid of all the contacts, history, opportunities, etc. ever entered for the account. There is no need for you to worry about deleting related records when you purge from the account level.
John
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