How do you clean up customer data?
Firstly, you need to find the app ‘Cleanup’ and activate it on the app page. A step in the activation process will be setting it up. Here, you can choose the inactivity time after which the clients will be deleted. In short, you can write any number of years that your regulations require. Besides the time frame, you can also specifically define what ‘No activity’ means for you. You have several options here, such as: no appointments, no journal entries, no emails or SMS sent, etc.