Champ Software Sales Force Portal for Aha

Allow Agency to Mass Purge Records based on set of criteria

Need a way to do mass record destruction in NN taking into account program and DOB. It could pull a list of potential clients to purge with the option to uncheck the client if you think it should not be purged. (functions like the billing batch option where you can uncheck a client and not include them in the batch)

  • Champ Ideas
  • Aug 5 2017
  • In Production