Archive Records Feature?

[ChristianS9906]

It would be nice to have an "archive" feature in AppColl--essentially, an archive AppColl account for each customer that stores record data separately from the customer's main account so that searches/reports done while in a customer's main account don't show the records in the archive account (and vice versa). Records could be moved back and forth between the two accounts by account holders.

This would, for example, allow records for disengaged clients or transferred-out files to be removed from the record pool of the main account, which would keep them from needing to be processed when generating reports. For example, right now nearly 20% of our matters and tasks have a transferred out status (a total of 70,000+ records); we would only need to look at them if their new stewards had a historical question about such an application. We could just delete these records, but prefer to keep them on-hand just in case.

Records in the archive account would not have auto-triggering--it would just be a static repository of records for archival purposes.

Seems like a potentially useful feature....

[gregg_appcoll]

@ChristianS9906 Thank you for the suggestion. We have passed this onto engineering for future consideration and will let you know if we have a plan for this. Thank you and keep the suggestions coming.