To remove business contacts

Cards > Maintaining business contacts > Removing business contacts >>
  1. Print all the reports that you need to 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.


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


  3. Open the Card File Command Center.


  4. Choose Purge Contact Logs from the File menu. The Purge Contact Logs window appears.


  5. From the Purge Contact Logs BEFORE list, enter 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.


  6. 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.


  7. If you've assigned identifiers to people and companies in the Card File, you can purge business contacts for contacts with the same identifiers. Just mark the Identifiers option, then enter the identifiers. You can assign a common identifier (for example, P for "Purge") to each person or company whose contact log you routinely purge, and then enter that identifier in this window.


  8. If you don't want to remove business contacts that have been assigned recontact dates, mark the Do Not Purge if Entry has a Recontact Date option.


  9. Click the Continue button. Another Purge Contact Logs window will list 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.


  10. If you want to keep business contact information for any of the cards that are displayed, click in the X column next to the card's name to remove the mark that appears there.


  11. Click the Purge Contact Logs button. The business contacts for the time frame you specified and for the people and companies you selected in this window are purged.