Keeping on top of your data means cleaning old entries and removing companies you don’t need every now and then – but what’s the best way to do this?
Your SQLWorks includes an ‘inactive’ status for removing companies, which allows you to effectively tidy your database whilst avoiding deleting data you might need later. – SQLW
We recommend using this feature because outright ‘deletion’ of a company is normally not the best option. Most companies have linked information connected to other parts of SQLWorks: including phone logs, tasks and more, which makes deletion impractical.
To make a company inactive, right click its name in the main Companies List and click the ‘Toggle Active’ button to move a company to inactive status.
Inactive companies can be recovered later if users need to access older data, whilst keeping their main working list up to date for other time-sensitive tasks, e.g.: when generating mailshots, and ensuring your company files always remain accurate.