Q: We are a software vendor and frequently have to covert data from other software into our own. This includes bound book records. We would like to make it a policy that we only transfer over unsold records. The vast amount of historical data can cause performance and reporting issues. Is only transferring unsold records a viable option? And if so, is there a standard practice we should be abiding by? Some of our customers have referred to a “fresh start” program, but I cannot locate any documentation on this process.
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