The Quotes Cleanup utility allows the user to delete old quotes from SAM.
This utility is available in SAM version 6.026 onwards
TABLE OF CONTENTS
Before you run the utility
We highly recommend you do a backup of your SAM prior to running any cleanup utility.
Quotes Cleanup Utility
You can access the utility by going to Maintenance > System Setup > General:
Then choose the Helpdesk Contract tab and click on the Quotes Cleanup button:
The Cleanup Quotes window will display and the "Before Date" will default to a year ago from today:
Select the relevant date for you by clicking on the browse box to the right of the date field
Note: you cannot delete quotes which are less than a year old
In my example I want to delete quotes dated prior to 01/04/2021:
Check your date then click OK and the confirmation message will display:
Click Yes to continue with the quotes cleanup utility - or No to return to the previous screen
If you choose Yes the confirmation will display and let you know how many quotes have been deleted:
Choose OK then click OK on the System Setup window then you can continue using SAM.
Didn’t find what you were looking for?
Our Support team are here to help, you can reach us by submitting a support ticket