Define system data retention

You can define how long the system retains all information related to closed cases before deleting it. You can either choose to set this system-wide (i.e., for all environments) or per environment.

Note: If you select the per environment checkbox, make sure to navigate to the required environment/environments in the Organization > Environments screen, click Edit and select the required time frame.

The maximum time frame is defined within the customer license. Customers who wish to extend the time frame should contact Customer Support.

To configure Data Retention:

1. Navigate to Settings > Advanced > General
2. Select the time period from the drop-down list. Note the default period is 12 months.
3. Tick Allow Data Retention Period per Environment, if required.
4. Click Save.