bulk delete notes
It would be great to have the option to bulk delete notes in profiles, either by content contained in the note, or by person who created the note. Thank you.
Megan
shared this idea
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Ember Flores
commented
I'd like to go one step further and make the following argument for your case:
I understand that a bulk delete may seem risky and surely mistakes will happen, wherever mistakes can happen. However, Plenty more areas such large mistakes can be made exist and it only make logical sense that anywhere a bulk import exists, so should a bulk delete.
In our case the IRS release an erroneous EOBMF file with some 10k bad records.
Additionally, we are all adults, and I think we can be help responsible for our own actions when it comes to using a feature like a delete. Perhaps having it be an organizational ADMIN only power or/and also require a Csuite official request to absolve Foundant of liability?
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Anonymous
commented
Also, I'd like to be able to delete notes in bulk based on Note Type and date.