Archive
The Archive Menu provides commands for archiving
records or restoring records to your working database.
Select Tools from the top menu bar and then select
Archive to access these functions.
If you intend to archive accounts, you should
ensure that all financials are finalized on the account. If
you archive an account that has not been reported on a
month end statement, the financial information will not be
included when you generate your statements.
If you intend to archive accounts, you should
ensure that you have recalculated any debtors that you
intend to archive. You should also recalc the client.
Please be aware that if you press RECALC on the the
Client form, it does not recalc the underlying debtors.
If you archive accounts that have not been properly
recalculated, the Client totals may appear incorrect in
your working database.
When archiving or restoring accounts, Collect! will show
you exactly how many accounts and related records are
actually being archived or restored.
Restoring Archived Accounts
If you cancel the Archive operation (by hitting ESC), Collect!
will complete whatever record it is archiving or restoring
before escaping from the Archive process.
Archive This Record
Select Archive this Record to remove an account
from your working database and store it in the
Archive database.
This is useful for accounts that you are no longer
working. The information remains visible but the
record is removed from the indexing and maintenance
chains. This optimizes system performance and
speeds up running utilities. The information is still
available if you need to refer to it or to begin to
work the account again.
To archive records, you must:
1. Be actually viewing a record that has not been
previously archived.
or
2. Have the record(s) highlighted or tagged in a list.
If you attempt to archive an entire client
after previously archiving one or several
of the client's debtors, Collect! will now
prompt you to unarchive the client's
archived debtors before proceeding. Only
then will you be able to proceed to archive
the entire client. This ensures that only
one copy of any client exists in the
Archive database at any given time. This is
necessary for properly restoring the client
to the active database, if needed.
Archiving Client Prompt
Collect! will refresh the underlying Debtor or Client
list immediately after you archive accounts.
Restore From Archive
Select Restore from Archive to bring this account
back into your working database. This is a necessary
step if you wish to modify or add to an archived
account.
To restore archived records, you must:
1. Be actually viewing a record that was
previously archived.
or
2. Have the archived record(s) highlighted or
tagged in a list.
Collect! will refresh the underlying Debtor or Client
list immediately after you restore accounts from
the archive database.
Cancel Archive Or Restore
You can cancel the archiving or restoring process by
hitting the ESC key. Collect! will finish processing whatever
record it is on before escaping from the Archive process.
Archiving And Report Credit
If a Debtor in your system is still being reported to the
Credit Bureaus and you attempt to include this account
in an archiving procedure, Collect! will not archive the
account.
A message will inform you of this.
Debtor with Report Credit Switched ON not Archived
Account details are written to the Collect! Application Log
so that you can find the skipped Debtor or Debtors.
Application Log entry for failed archiving attempt
Please complete all credit reporting before
archiving accounts. Collect! does not report any accounts
that are in the Archive database.
Troubleshooting
If you have deleted a Client from your working database,
and that Client has archived debtors, you will receive
a message when you try to run Restore.
Warning During Restore
Select OK to recreate the Client in your working database.
This recreated Client will contain only the Debtors
that you just restored from the Archive database. The
information in the Client form will be whatever was
archived originally. If you made changes to the Client
in your working database, before you deleted it, these
will not be restored if they did not exist in the Archive
database client "placeholder."
Archiving In The Scheduler
You can use Collect!'s Task Scheduler to automatically
archive inactive accounts. There are several options
for setting your criteria when you configure the
Archive Accounts task.
Please refer to Help topic, Archive Accounts in Scheduler
for details.
See Also
- Database Topics
- Archiving Topics
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