Remove internet registrations (portal leads) in bulk - configuration option
This guide has been reviewed against our global client base and classed as relevant to all regions
Available from version 12.165
Configurable option for Enterprise customers
To request this permission to be enabled on your system, click here to contact Reapit Support
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:
Use the grid headings to sort and/or filter the required leads to remove |
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:
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 |
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