Ability to delete all selected documents with links to QuoteValet without Individual popup message
C
Callum Vine
started a topic
over 6 years ago
We have a Client who would like to be able to delete batches of selected documents without having to select 'Yes' to the message to also delete the document from QuoteValet for each individual document.
A selection box for 'Yes to All' would be preferred.
Is this something they do a lot? Is there a reason behind it?
Would be possible to do this in Access/SQL if it's such an issue.. although a 'yes to all' could be useful - although might make it easy for a user to do a lot of damage quite quickly.
C
Callum Vine
said
over 6 years ago
Hi Matt,
This was in regards to removing documents required for GDPR. It would be possible to remove these do documents from backend of either access or SQL but this would result in the documents still being uploaded on the QuoteValet server.
I have spoken to a QuoteWerks engineer regarding this who recomended to request it as a feature request.
S
Steve (ML)
said
about 4 years ago
I personally believe QW should also look at the concept of doing this....
When a quote is uploaded to QV "100 times".
Then the result is you have "one quote" and it becomes 100 pdfs on local disk space and the links tab gets overloaded. Most times this is an exponential waste of disk space and the audit trail is not required...
The resources folder is then choca block with duplicate changes to what is fundamentally the same quote...
A daily use user or sales rep should also be able to mark the "last and final" quote as the one and only "Resource pdf" (the software then ensures all others in links tab and resources folder are removed and deleted)
Obviously add those double check dialogue boxes ;0)
Callum Vine
We have a Client who would like to be able to delete batches of selected documents without having to select 'Yes' to the message to also delete the document from QuoteValet for each individual document.
A selection box for 'Yes to All' would be preferred.
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