Delete Repeat Work

  • 19 January 2023
  • 2 replies
  • 59 views

Userlevel 3
Badge +1

I’d love to see the following for deleting repeat work:

  1. Make it an option by either clicking the repeat cadence under “REPEATS” in the main Work view or under “Edit Repeat Settings” in the Work’s three-dot menu. It’s several clicks and a full-page scroll to get to Delete Repeat currently.
  2. When a contact’s “Contact Type” is changed to “Inactive,” automatically delete all repeat work for that contact.
  3. After deleting repeat work, I’m taken back to the Work screen. I’d rather go back to the Work instance that was being repeated (usually so I can delete that instance also).

2 replies

Userlevel 1
Badge +1
  1. After deleting repeat work, I’m taken back to the Work screen. I’d rather go back to the Work instance that was being repeated (usually so I can delete that instance also).

    I co-sign this heartily! 
Userlevel 1
Badge +1

Coming back to push for a change to deleting repeats - if there is an easier way than this I would really love to know…

  1. find client
  2. click to “All Work” since we cannot make that setting fixed
  3. find most current work
  4. click into work item
  5. click on “repeats” at top of item
  6. click on edit
  7. scroll to bottom 
  8. click x 2 to delete
  9. go back to search for same client (sure it is there, but why re-search?)

Add this process times however many work items that client had. There really needs to be a better way. 

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