Purge Customer

For information about security rights, see Important Note about Security Rights later in this topic.

Use Purge Customer to permanently delete data you no longer need in your system. In addition to helping you manage the size of your database, purging data enables you to comply with regulations around HIPAA.

 

If a customer has active policies or has ever had accounting transactions, you cannot purge that customer. Consider purging the customer's Activities. See the Requirements section in this topic for more information.

Purge Customers removes the Customer (customers, prospects, and suspects) record, policy information, activities, suspense, notes, claims, and any other items associated with the customer(s) you've selected to purge. Alternately you can purge just activities for a customer or customers. See Purge Customer Activities for more information.

Important Note about Security Rights

Follow these steps to purge data (see related sections later in this topic):

  1. Prepare for Purge: See Requirements and Considerations.
  2. Select data to be purged: See Selecting Purge Items.
  3. Review data to be purged: See Exporting Data.
  4. Run the Purge: See Purging Data.

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