The Archive Data utility makes an archive copy of your Smart Contractor database, job photos, and merge documents, and stores it in a sub-folder in your Smart Contractor data folder. The sub-folder is named for the company and the date on which you archived the data.
You may want to archive your Smart Contractor data to remove old jobs that have been completed and closed, or jobs that were never awarded. Removing jobs that you do not need from your active database will help Smart Contractor run faster.
To run the Archive Data utility, select File > Archive Data from the drop down menu at the top of the screen.
The Archive Data form prompts you for the status of jobs to be archived. Check the status of jobs to be archived and click Archive Data. The program will save an archive copy of the current data and then remove all of the jobs with the status' you checked.
Note: The program will not archive jobs marked as "Template" jobs, unless you check the "Archive Template Jobs" option.
You can archive your data any number of times, but only once each day (because the archive folders are named for the date on which you archive the data).
You can access the archived data at any time by selecting the File > Open Database... menu option (at the top of the screen), and navagating to any of the archive folders in your data folder.
When you open an archived database, you will notice the following:
The Archive Data form has these prompts:
Archive Jobs With Status: |
Check the status' of jobs to be removed from the active database. These jobs (and all other jobs) will be retained in the archive copy of the database, but they will be removed from the active database. |
Archive Template Jobs: |
Check this option to archive jobs marked as "Template Job" in the Estimate Setup tab of the Edit Job Form. |