Defining the Purge Criteria

The Purge - Update window lets you set up the purge criteria for a targeted cross sell plan or special offer.

To open the Purge - Update window, under Cross Sell on the Portico Explorer Bar, click Administration. On the Administration top menu bar, click Plans, point to Cross Sell Plans and click Targeted or Special Offers. The Cross Sell Plan - List or Special Offer Plan - List window appears. Select a cross sell plan or special offer from the list and click Purge.

How do I? and Field Help

The Purge Criteria grid displays the purge criteria for each cross sell plan. The following purge criteria can be set up on a cross sell plan:

• In the Referral field, enter the number of days until a referral record will be purged. Valid values are 0 through 365 days. System default is 365 days.
• In the Decline field, enter the number of days until a decline record will be purged. Valid values are 0 through 365 days. System default is 365 days.
• In the Decline with interest field, enter the number of days until a decline with interest record will be purged. Valid values are 0 through 365 days. System default is 365 days.
• In the Decline with follow-up field, enter the number of days until a decline with follow-up record will be purged. Valid values are 0 through 365 days. System default is 365 days.
• In the Open/Book field, enter the number of days until an open/book sale record will be purged. Valid values are 0 through 365 days. System default is 365 days.
• In the Opportunity History field, enter the number of days until an opportunity record will be purged from history. Valid values are 0 through 90 days. System default is 90 days.

Use the navigation drop-down list in the upper right corner of the Purge - Update window to transfer to other Cross Sell Plan windows and set up additional plan options.

Each week on Saturday, Portico calculates the number of days between the current date and the original date of the Cross Sell item. The number of days calculated is compared to the purge days defined on the Purge - Update window. When the number of days is greater than the purge days specified, Portico will purge the Cross Sell item. The Purge Summary window will generate a report of the items purged from Cross Sell and Tracking. Portico will retain up to 2 months of information on the Purge Summary window. After 2 months, the information will be available on the Cross Sell Purge Report PNG970.

Click Apply to apply the purge criteria. Click Save to save the purge criteria and close the window.

Click Cancel to close the window without saving the purge criteria.