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Editing Data Entry Answer Options
Posted: 19 Mar 2015 02:21 PM |
I am updating some of our client forms such as our intake sheets. Some of the information that we originally used (9 years ago when we first starting using ekyros) is no longer necessary such as the answer to the question how they found out about us - Yellow Page Ad. My issue is not changing it on my forms the clients fill out, but in trying to clean up the drop down list in data entry.
I know on some forms you can disable options that are no longer needed. I am having trouble doing this. I am using the edit box where you enter the client case, but there is not an option to disable only to change or delete. If I try to delete that option, it says it can't be deleted because it is being used by another form. I have also tried going into the Office Forms Tab and making the change there and I get the same response. Is there somewhere else I should go to make these changes?
I am running into the same thing with "Categories" on the Client Contact Info page and other areas.
I know with brochures, if we have marked that we gave it to a client at anytime before it will not let you delete it, but it will let you disable it. But this does not seem to be the case for the drop down answers to the questions on the intake sheet. Unless I am looking in the wrong place.
Do you have a suggestion? Or could a disable option be added? |
Angie Cantrell
St. Clair Co. Sav-A-Life, Inc.
Springville, AL
205-467-7322
stclairsavalife@gmail.com |
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 Amyc
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| Joined: 11 Apr 2011 |
| Total Posts: 252 |
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Re: Editing Data Entry Answer Options
Posted: 19 Mar 2015 02:31 PM |
Hi adcantrell,
Thanks for reaching out to us. You are right, there are some areas where you can't delete options even if you no longer use them, because you would lose the history of older client files that those options are attached to. So you wouldn't want to delete them. I can see the need for an enable/disable option on the question "How did you hear about us?" I will add this feedback to our requests for future updates. I the meantime, I know some centers put "Z"s in front of items that they no longer use so that those items are sent to the bottom of the list and it helps to visually see during data entry that they are no longer part of the list to be used.
Regarding the Category on the client file, you can delete any category, even if files are applied to it. I would recommend doing so with caution, because the system doesn't preclude you from deleting categories that have clients assigned to them.
I hope this helps, and thank you for sharing with us!
Amy |
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Re: Editing Data Entry Answer Options
Posted: 19 Mar 2015 04:43 PM |
Thanks for your quick response... good to know it was not just me looking in the wrong place.
Love the "z" idea! So smart!
Love that you guys are so quick to listen to our suggestions to continue to improve this great program! |
Angie Cantrell
St. Clair Co. Sav-A-Life, Inc.
Springville, AL
205-467-7322
stclairsavalife@gmail.com |
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