SalesNOW offers flexible data management options to allow you to better manage the amount of data stored within your SalesNOW BlackBerry Edition. Using the SalesNOW Data Management system, you can configure SalesNOW to automatically remove records (documents) based on the date that the record was last viewed or edited. To configure the SalesNOW Data Management system, do the following:
In the main tab menu or within any main tab click the Menu button and select Options
Highlight Data Management and click the trackball
Highlight the time period (forever, 1 year, 6 months, 3 months or 1 month) beside the record type (contacts, companies, leads, deals, emails or activities) that you would like to edit and click the trackball.
Select the new time period that you would like to set (forever, 1 year, 6 months, 3 months or 1 month) during which time if you have not viewed or modified a specific record, the system will automatically remove the record from your SalesNOW BlackBerry Edition
Click Save to save this new Data Management setting or
Click Cancel to leave your Data Management settings unchanged
Note: Once a record is removed from your SalesNOW BlackBerry Edition by the Data Management System, you may still view or edit the record within your SalesNOW WEB Edition. Also, you may perform an online search to download the record back to your SalesNOW BlackBerry Edition.