Export Print
  • Email

Maintainance

Maintenance involves deleting sent email & event log records created by Report Scheduler add-on on regular basis. This can be automated by creating Bulk Delete jobs from Settings > Data Management section of CRM.

Bulk Deleting Emails

Sample Example: Creating Bulk Deletion job which runs every 7-day and deletes the email messages created by report-scheduler add-on with StatusReason=Sent:

Go-to Settings > Data Management > Bulk Record Deletion and click “New”:

Step 1: Start Bulk Deletion Wizard

Step2: Define Search Criteria

Step 3: Select Bulk Deletion Options:

Step 4: Submit Bulk deletion job


Bulk Delete Event log records:

Step 1: Start Bulk Deletion Wizard: same steps as that for deleting Email records.

Step 2: Define Search Criteria: Select “RS Event Log” as shown below:

Step 3: Select Bulk Deletion Options: same steps as that for deleting Email records.

Step 4: Submit Bulk deletion job: same steps as that for deleting Email records.