In addition, you must also keep in mind the state retention requirements. All, if you are doing business in more than one state. Bob Dalton, CRM Dalton Consulting List archives at http://lists.ufl.edu/archives/recmgmt-l.html Contact [log in to unmask] for assistance List archives at http://lists.ufl.edu/archives/recmgmt-l.html Contact [log in to unmask] for assistance