Versions Compared

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.
Info

This guide has been reviewed against our global client base and classed as relevant to all regions

To assist in increasing efficiency, a configuration option is available which allows internet registrations (portal leads) to be removed in bulk

...

Panel
panelIconId1f5d3
panelIcon:calendar_spiral:
panelIconText🗓️
bgColor#FFEBE6

Available from version 12.165

Panel
panelIconId1f527
panelIcon:wrench:
panelIconText🔧
bgColor#EAE6FF

Configurable option for Enterprise customers
To request this permission to be enabled on your system, click here to contact Reapit Support

Note

When internet registration leads have been removed they can not be recovered!

It is recommended to take a back-up before removing leads - for information on how to do this, see section 2 below titled Backup internet registrations before removing

To assist in increasing efficiency, a configuration option is available which allows an authorised user to remove internet registrations (portal leads) in bulk without needing to involve Reapit Support

1. Remove internet registrations in bulk

From Organiser:

  • Right-click over Internet Registrations (often shown in Overview panel)

  • Select Full results to view the internet registrations screen

  • On the left side of the screen:

    • Tick the lead(s) to remove
      Or tick the box in the header row to select all leads listed

    • Click Spam (bottom right)

Image Modified
  • A confirmation prompt is displayed - click Yes to remove all selected leads
    Marking leads as ‘spam’ just means the leads will be deleted

    Image Modified

    The selected leads will be removed from the internet registrations screen

Tip

Use the grid headings to sort and/or filter the required leads to remove
For example, click to the right of the Register heading to filter by date received

2. Backup internet registrations before removing

Once removed, internet registrations cannot be recovered - therefore, before carrying out the above action to remove internet registrations in bulk, you may wish to take a backup

From internet registrations screen:

  • Right-click over grid headings, select Export to and click Microsoft Excel Spreadsheet

    Image Modified
Info

This will export the current internet registration leads displayed on screen, which means that if you have filtered the screen (in preparation to remove leads, as outlined in step 1), just the leads currently on display will be exported to Excel

If no filters have been applied, then all internet registrations will be exported to Excel

Filter by label (Content by label)
showLabelsfalse
max8
sortmodified
showSpacefalse
reversetrue
cqllabel = "internetreg"
Excerpt
hiddentrue

Configuration option which allows an authorised user to remove internet registrations (portal leads) to be removed in bulk without needing to involve Reapit Support