global batch delete
Have the ability to delete committed batches in bulk. We would like to keep committed batches for upto a year. Anything older than that should be deleted. This holds true to all types of batches, constituent and revenue.
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Guest
- Jun 29 2015
- Reviewed: Voting Open
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Related ideas
This -> simply a bulk deletion would be great!
Also if possible Regress option when deleting for safety measures.
I find it hard to believe this doesn't exist. We've been on CRM for less than 2yrs and have built up over 1000 committed batches and we expect the rate to increase.
Surely it could be as simple as a 'Global Change' where the admin can select the batch type and one of a suite of time frames to retain, ranging from 1m to 2yrs (or wider if others thought it useful). batches committed before this time frame would be deleted. This could then be queued and 'forgotten' if you'd like it to be fully automated.
A variation could be to use a selection to delete the batches, or a combination of both for the 'gold star' version. :)
Excellent. If we could set 'Business Rules' which allows Administrator to decide that would be even better! But at a very basic level, simply a bulk deletion would be great!