You must take a BIS database back up before you start this process.

 

You will need to ensure you update the tags for the MODULE_YEAR_CRM_C/P Tags and PROCESSING_YEAR_C/P  to be 2024 for the Current year and 2023 for the Previous year.

 

All other MODULE_YEAR and PROCESSING_YEAR tags relate to other views.

 

Once the view is rolled over, and should not take long, you will need to run the refresh the data for the current year.  'Refresh CRM Task View CY' is the rule.

 

Steps

 

Open Authority - Admin Mode - BIS

 

Data Extraction  -  Tags

 


Update tags - Save







EOY Rollover tab

 

Select CRM Task (ONLY)

No. of years for CRM is 3


 






Select Run Rollover Now




Check that there are no Static Years on this list. If there are, update.

 


Select Next






Check that tags are updated..

 


Click Finish..






Ensure you have a database back up - tick the box then Yes