Bulk removal of appointment follow up entries (housekeeping)

Owned by Fiona Wilson
Last updated: Nov 24, 2023 by Fiona Wilson
1 min read

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

This page outlines options available for bulk removal of appointment follow up entries and what information is required by Reapit Support in order to carry out this process

Requests must come from the key contact in your business

Reapit Support can only remove follow ups entries that are older than 1 month

1. Before raising a case

Reapit Support need to know the following:

  • The names of the Negotiator(s) that need their appointment Follow Up entries to be removed

  • The date the the Follow Up entries need to be removed from
    (e.g. remove all follow ups from before 1st October 2020)

  • Whether the key contact from your organisation has given approval for the work to be completed

2. Raise a case

Need more assistance? No problem! Just log a ticket on the Reapit Service Desk Portal at https://reapitsupport.refined.site/ and a member of our Support Team will be happy to help