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GLM & SLM Idea Lab: Follow Ups

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Deleting applications after follow-up documents have been assigned

I realize that many people may not want this feature, but we would really like to be able to delete applications where follow-up docusments might have already been assigned.

Thanks

Laura

Idea posted April 11, 2013 by Laura Kurzrok, Eastern Bank Charitable Foundation

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  • Chris Dahl commented  ·   ·  Report

    Hi Laura,

    Yes, you are correct. At this point, due in large part to data integrity issues, we don't have this on our short-term roadmap. I'll definitely keep this in mind as we work on defining future roadmap objectives.

    Thanks,

    -chris

    posted June 11, 2013 by Chris Dahl, Foundant Technologies

  • Ideas commented  ·   ·  Report

    The issue I believe is that if the follow-up forms have been complete, you cannot delete the request.

    Thanks

    L.

    posted May 1, 2013 by Laura Kurzrok, Eastern Bank Charitable Foundation

  • Chris Dahl commented  ·   ·  Report

    Hi Laura,

    Thanks for the suggestion. If you delete the assigned follow-up, you should be able to delete the application.

    If I'm mis-understanding the request or if there's more to it, please let me know. Thanks,

    -chris

    posted April 29, 2013 by Chris Dahl, Foundant Technologies