Experience the difference of "Elite".

Can steps be combined for deleting an inquiry/quote/contact?

Status: Declined 0 Votes
Kati D
Aug 8, 2022 9:27 PM
Joined Apr, 2022 1 post

Hello,

I just tested a widget for direct bookings as I'm slowing getting into the features OwnerRez offers.  I noticed during my "test" my contact info was saved in the database.  So I was in inquiries where I attempted to delete my two test inquiries.  I was prompted with a message that to delete my inquiry I had to delete my quote first so I clicked the link to do so.  Then I went to CRM where my contact info was in there twice from my inquiries.  I selected the rows to delete my contact info...but it prompted me that I had to delete my inquiry first.  Earlier I had only deleted the quote, I guess.  Just seems tedious to have to delete something 3 times.  Maybe this is a good safeguard to users managing multiple properties where I'm just self managing a few.

 

Thanks,

Kati

Ken T
Aug 10, 2022 10:25 AM
Joined Aug, 2019 1707 posts

The system is not designed for you to delete this data, it's intended to preserve it.  So, no, we don't want to streamline this.