Purpose: To flag firm records that you want deleted from the database.
Launch Point: This routine can be launched from the following location(s):
•Firms → Routines → Special Routines →
Example: When the routine is launched a confirmation message will appear
This message gives a brief outline of the steps for the process. Click OK to continue.
This routine will identify unlinked/inactive firms in the system and flag the records with a “D” in the Firms print flag. The records that are flagged should be reviewed in case you do not want all of them deleted from the system. You can run Firms → Reports → Roster → Roster to review those records with a print flag of “D”. If there is a firm flagged that you don’t want deleted just change or clear the print flag on that firm record. Once only those records that you do want deleted are remaining with the “D” print flag on them, contact CDS to handle the actual deletion of the records.