Clean It Up
UK Window Cleaning Forum => Window Cleaning Forum => Topic started by: richywilts on September 19, 2014, 07:08:13 pm
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ive searched customers name
its came up
clicked on it
but where its says delete its in grey and wont let me click it to delete
ive changed to status to cancelled and that hasnt worked either
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Ive never used cleaner planner, but i presume its the same reason as with all software George,Aworka,wcp probably because it has finical transactions against it for your accounting records. So if you where to delete the job it your financial records would become incorrect.
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ive deleted others off it last couple of days but this one doesnt seem to want to delete!!!!!!
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ive deleted others off it last couple of days but this one doesnt seem to want to delete!!!!!!
next new customer change details over on this one that's undeletable .... perhaps ?
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rob has got back in touch apparently because the customer was on a current worksheet she couldnt be deleted
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Ive never used cleaner planner, but i presume its the same reason as with all software George,Aworka,wcp probably because it has finical transactions against it for your accounting records. So if you where to delete the job it your financial records would become incorrect.
Spot on Dave :) If a job has a transaction history you can set the status to "Cancelled" to hide it but you can't delete it.
This job didn't have a history but it was on a worksheet so it needed to be removed from the worksheet before deleting it.
Richy - don't forget there's also the Cleaner Planner forum for "how do I?" questions (https://app.cleanerplanner.com/forum) or "Forum" tab top right of Cleaner Planner while logged in. Or just email me (as you did ;))