|
Purging Needs list
Posted: 28 Jul 2010 01:48 PM |
My needs list has items on it that are 5 years old. They haven't been using it b/c it's so junked up. Is there a way to purge it and start over? Or even delete items one at a time without having to go into each file?
I noticed there was not a way to run 'current' files, etc.
Thanks,
~~g. |
|
|
 |
|
 christij
|
 |
| Joined: 01 Mar 2009 |
| Total Posts: 69 |
| |
|
Re: Purging Needs list
Posted: 28 Jul 2010 01:59 PM |
Hi Georgia,
Thank you for the question. Today, you will have to either remove the item from their Closets/Boutiques Form or fill the need by adding a new Closets/Boutique Form and entering that item in as received. I will recommend to development that we view the Needs Report in the Format of a List, View as Lists, to expedite any clean up. Thank you for your feedback.
God Bless you and your staff. Christij
|
 |
|
|
|
|
Re: Purging Needs list
Posted: 23 Feb 2011 10:58 AM |
I have been wanting an improvement in this area too. Sometimes a client gets an item somewhere else, or she stops coming to us for one reason or another, but the items she needed were still listed on the needs list. It's cumbersome to go back into each file to make individual changes, especially when the needs report doesn't have the "drill down" option available. Maybe a check box that could be selected to remove the out of date needs on the report? I'm not sure what would work the best, but we do not find the report useful as it is, because so much of it is out of date.
Thanks. |
|
|
|
|
|
Re: Purging Needs list
Posted: 23 Feb 2011 11:21 AM |
| thank you for your feedback. that makes sense. we'll look into this. |
|
|
|
|