One of the easiest ways to clean up your Timeslips records is by Purging Closed Clients. The first step in this process is to review your Open and Inactive Client Lists. Develop an in-house procedure where you automatically change the status of Open or Inactive clients to Closed if there has been no activity within a specified period of time. The length of time that you decide on depends on your particular practice. If you need to review the procedures for Changing Client Status, click here.
it from the normal active database.
Once the empty "YE2009" database is created, simply make a copy of your current database (i.e. DATA01) to the desktop; rename it to YE2009 (for example) and then copy it to the location where you created the empty YE2009 database. You can delete the database that you copied to the desktop.
Now you have a complete copy of the database before the purge residing in the YE2009 folder. You can now safely purge client records from your active data folder (i.e. DATA01). If for some reason, you need records or reports involving the purged client records, simply open the YE2009 data folder.
In the next window, simple check the Closed Clients. When you purge client records, you will also be purging slips associated with those clients.