Delete stale client records from your tracking table
Delete stale client records from your tracking table
Your client success records often pile up as old rows, making triage and daily reporting noisy and slow. Remove aged rows so coordinators see only current items at the next morning stand-up.
Overview
Stale rows in your client success table slow triage and muddy daily reports; scheduling a daily purge keeps the queue focused and actionable. Run this overnight cleanup so coordinators start each day with only current items and less manual tidy-up.