Wednesday, December 09, 2009

My musings represented in Wordle


It is interesting to look back and see the sorts of things I have been talking about represented in Wordle. Courtesy of http://www.wordle.net/.


Friday, December 04, 2009

Mass Deleting Files and Activities From NetSuite

NetSuite has instituted storage charges for users with data in excess of the lesser or 1GB per user or 10GB - see my earlier post for details. Therefore, it behooves NetSuite customers to delete unnecessary data from their account. This can be very tricky for transactional data but can be quite simple for two types of data:

1. Files
2. Activities (Tasks, Events, Phone Calls)

There are mass updates available to automate mass deletions of files and activities from NetSuite in order to reduce storage charges.

In administrator role, go to Lists>Mass Update>Mass Updates and select Files. This will reveal a "Delete Files" mass update which allows search-based deletion of files on a scheduled basis.

For example, it may be your policy to delete all files that were created at least 12 months ago, were last viewed at least 12 months ago and were last modified at least 12 months ago. Once these criteria are set, the mass update can be scheduled to run every month ensuring that old data are purged on a regular basis.

Alternatively, these files can be moved to an archive folder which can then be downloaded for archiving purposes and then deleted.

With regard to activities, separate deletion mass updates also exist for Tasks, Events and Phone Calls. In administrator role, go to Lists>Mass Update>Mass Updates and select Activities. This will reveal "Delete Tasks", "Delete Events" and "Delete Phone Calls" mass updates. Again, these can be scheduled and the activities selected can be determined based not only on the date of the activity but also on data for any connected customer, contact, case or transaction.