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A person record cannot be forgotten in the Aptify application if one or more of the following criteria are met:

  • An active membership
  • An active subscription
  • An open Order including quotation and batched
  • An Order with an outstanding balance, including Credit Memos, Cancelled Orders, and Quotations
  • An open Standing Orders
  • Registered for an open event (Meeting, Class with Registration Type or Expo)
  • Registered for an event (Meeting, Class or Expo) that ended in the past 30 days
  • Active in a current Committee Term, or in Future Committee Term including Nominees as an Applicant/nominee/ other types with status as Pending/Approved
  • Registered as a Company Administrator
  • Listed as a Billing Contact on a Company
  • Linked to an open Task with status as Not Started, In Progress, and On Hold
  • An open Opportunity with status as Open or On Hold
  • Is a Parent with one or more active Children
  • No labels