Conversation Data

Conversation information can accumulate rapidly, depending on how you record multiple conversations. You can open a single conversation record and use the Comments field to record multiple conversations by date and time on the Conversations page. You can also use the DateTime field to enter a separate row for each conversation.

If you maintain a single conversation record using the Comments field, the volume remains lower, and you may not need to delete the row until the customer becomes inactive.

If you use more than one row for each conversation, you can remove conversation rows if the conversation:

• Has a date older than your target archive date.

• No longer requires review.

• Has a status of closed.

• Does not reference any open items directly by an item reference or indirectly through a purchase order, bill of lading, document, or payment reference.

• Does not reference unposted payment information.

The keys for the PS_CUST_CONVER_HDR table are SETID, CUST_ID, CONVER_DTTM_INIT, and CONVER_DT.

You must remove the PS_ CUST_CONVER_DTL records when you remove items and payments. This table ties conversations to items and payments.