To purge business contacts

Please note that this task requires single-user access. See Single-user file locking for more information.

Print all the reports that you wish to keep that show the business contacts you’ll be purging. You might consider printing a copy of the Contact Log Report, which contains detailed information about all contacts.

Make a backup of your data file. Clearly mark this backup and put it in storage as part of your permanent records.

Open the Card File Command Center.

Choose Purge Contact Logs from the File menu to open the Purge Contact Logs window.

From the Purge Contact Logs BEFORE list, choose the first month for which you don’t want to remove business contacts. All business contacts dated prior to the month you select will be marked for purging.

Using the Card Type field, choose to purge business contacts for customers, vendors, employees or personal contacts only, or to purge business contacts for all people and companies in the Card File.

If you’ve assigned identifiers to people and companies in the Card File and wish to purge business contacts for contacts with the same identifier(s), mark the Identifiers option, then enter the identifier(s).

Mark the Do Not Purge if Entry has a Recontact Date option if you don’t want to remove business contacts that have recontact dates assigned to them,

Click the Continue button. Another Purge Contact Logs window will appear, listing all the people and companies in the Card File that match the criteria you entered in the first Purge Contact Logs window. A mark appears in the X column next to each card name, indicating that the business contacts for that card will be removed.

Click in the X column next to the card’s name to remove the mark that appears there if you want to keep business contact information for any of the cards that are displayed,

Click the Purge Contact Logs button.