sahostking Posted November 27, 2019 Share Posted November 27, 2019 Hi We have some people signup as affiliates with us but have no active products or service but they bring us new customers all the time. We do not want to loose these customers even though they themselves have no services with us, when this option is used under automation settings: Automatically Delete Inactive Clients Is there a way to make their accounts not delete when this option is used? 0 Quote Link to comment Share on other sites More sharing options...
brian! Posted November 27, 2019 Share Posted November 27, 2019 3 hours ago, sahostking said: Is there a way to make their accounts not delete when this option is used? personally, I think it's probably safer to leave the option turned off - it's simpler to delete clients manually when required, than spend time undeleting client data deleted by WHMCS. https://docs.whmcs.com/Automation_Settings#Automatically_Delete_Inactive_Clients Quote Are in a status of Inactive or Closed Have no invoices that have been marked paid within the given number of months you specify Have no transactions that have been entered or applied within the given number of months you specify in theory, an affiliate should have transactions (if they've been paid), but what happens if they haven't had any transactions in your x months period... if all conditions are met, they'll be deleted. 0 Quote Link to comment Share on other sites More sharing options...
WHMCS Support Manager WHMCS John Posted December 3, 2019 WHMCS Support Manager Share Posted December 3, 2019 Hi @sahostking, I can confirm that an active affiliate won't be deleted by data retention automation, provided the affiliate has a balance greater than 0 or has made a referral within the specified retention period. Check out this documentation for more info: https://docs.whmcs.com/Data_Retention_Policy_Automation#Data_Retention_Settings 0 Quote Link to comment Share on other sites More sharing options...
Vox Posted March 11, 2021 Share Posted March 11, 2021 Hi @WHMCS John, The documentation in that link needs to be corrected then. As it specifically refers to that condition meeting the criteria for deletion: Quote When you enable it, the system performs the Data Retention Pruning task daily and will remove clients that meet the following conditions: A status of Inactive or Closed. No invoices that have been marked paid within the number of months you specify. No transactions that have been entered or applied within the number of months you specify.An affiliate with a balance greater than 0 or that has made a referral within the specified retention period. 0 Quote Link to comment Share on other sites More sharing options...
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