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Inactive Clients deleting possible issue


sahostking

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We wanted to enable "inactive clients" deleting older than 12 months but noticed that some of our inactive clients are "Affiliates" with no active services or domains on their profiles.

Will the feature under automation settings delete those "affiliates" profiles?

Kinda crappy if it does.

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3 minutes ago, sahostking said:

Will the feature under automation settings delete those "affiliates" profiles?

https://docs.whmcs.com/Data_Retention_Policy_Automation

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.

If you set Delete associated users if the user(s) are not associated with any other client account. to YES, the Data Retention Pruning task will also delete users that are only associated with this client.

that fourth affiliate option makes no sense to me - why delete a client who you may owe commission to ? either the tense of that option is wrong, or i'm missing something.

8 minutes ago, sahostking said:

Kinda crappy if it does.

it might be worth double checking direct with Support to confirm what the documentation implies.

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