Archive Accounts

The Archive Accounts form enables you to configure your scheduled archive batch process.

It is important that you choose your settings carefully when configuring your archiving task. Archiving is an labor-intensive process. All contacts, transactions and additional information are archived for each account in the batch.

You can schedule several small batches rather than one huge one. Collect! processes 100 accounts at a time, so large batches are handled efficiently within a limited time allotment.

Archiving procedures will run more quickly if you run the process from the machine that your CV11 Server is running on. Faster if you use LOCAL protocol. You can speed up processes even more using EXCLUSIVE mode with LOCAL protocol. Please refer to Help topic, CV11 Server Options for details.

Client #

Select a range of Client Numbers to include in this task.

Leave these fields empty to process all Clients or select TAG CLIENTS.

From

Select the first Client # in your range.

To

Select the last Client # in your range.

Closed Date

Select a range of Closed Dates to include in this task.

If you do not select a range of Closed Dates, Collect! will archive accounts with no Closed Date.

From

Select the first Closed Date to include in your range.

To

Select the last Closed Date to include in your range.

Max Time

Select a time, in minutes, for this task to run. If it is not completed within this amount of time, Collect! will finish up the last account it is processing and forward the task to the next Interval.

Timing includes the time it takes to tag records to process. Collect! tags and processes 100 records at at time, before moving on to the next 100.

Tag Clients

Select the TAG CLIENTS button to select the Clients that you want Collect! to process in this batch.

OK

Select OK to save any settings you have entered and return to the previous form.

Cancel

Select CANCEL to discard your settings and return to the previous form.

Help

Select HELP to for documentation on the Archive Accounts form and links to related topics.

See Also

Archiving Topics