Hello,
I am thinking about to create a kind of archive for not any more used records. Where this would be suitable could be e.g. a temporarily contract, that is not valid anymore, but has to be kept in the system for various imaginable reasons.
espoCRM does not have an archive system as far as I know. So what could be an approach?
My idea so far:
Let`s say I have an entity with contracts.
I clone that entity and rename it contracts archive
Now I would have to get the respective records from contracts to contracts archive, which I would do by exporting them from contracts and importing into contracts archive.
After that I would delete these contracts from the contract entity.
Is that viable or is there an easier proceeding?
I am thinking about to create a kind of archive for not any more used records. Where this would be suitable could be e.g. a temporarily contract, that is not valid anymore, but has to be kept in the system for various imaginable reasons.
espoCRM does not have an archive system as far as I know. So what could be an approach?
My idea so far:
Let`s say I have an entity with contracts.
I clone that entity and rename it contracts archive
Now I would have to get the respective records from contracts to contracts archive, which I would do by exporting them from contracts and importing into contracts archive.
After that I would delete these contracts from the contract entity.
Is that viable or is there an easier proceeding?
Comment