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adminhelp:security:automatic_deletion_of_data:general_deletion:automatic_deletion_of_quotes [2018/11/01 16:44]
atadic [Default Deletion Period and Status-based Deletion Working in Parallel]
adminhelp:security:automatic_deletion_of_data:general_deletion:automatic_deletion_of_quotes [2018/11/02 09:33] (current)
atadic [Default Deletion Period and Status-based Deletion Working in Parallel]
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 **Example**:\\  **Example**:\\ 
-You want to keep quotes in **Won** status for a longer time than quotes in all other statuses, and you also want to clean the system from quotes in **Lost** status. In this case, you can first set the **Default Deletion Period** to 1 year. Next, after enabling the **Delete Quotes by Status** toggle switch, you set the deletion period for quotes in **Won** status to 3 years, whereas the deletion period for quotes in **Lost** status is set to 5 months. As a result, quotes in **Won** status will be kept in the system for 3 years, starting from their last modified date. Quotes in **Lost** status will be kept in the system for 5 months, starting from their last modified date. Quotes in all other statuses will be kept in the system for 1 year, starting also from their last modified date. +You want to keep quotes in **Won** status for a longer time than quotes in all other statuses. Moreover, you also want to remove quotes in **Lost** status from the systemThe first thing you can do is set the **Default Deletion Period** to 1 year. Next, after enabling the **Delete Quotes by Status** toggle switch, you can set the deletion period for quotes in **Won** status to 3 years, whereas the deletion period for quotes in **Lost** status can be set to 5 months. As a result, quotes in **Won** status will be kept in the system for 3 years, that is, they will be deleted 3 years after their last modified date. Quotes in **Lost** status will be deleted 5 months after their last modified date, whereas quotes in all other statuses will be deleted 1 year after their last modified date.
  
  
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