allowed users to "mass delete" obsolete mass email contact notes in journals
Some of our less experienced users, when sending out mass emails or creating lists for surface mailings, have requested that contact notes be made in the journal of each recipient. These contacts quickly become obsolete. I have identified dozens that are junking up the journals of thousands of accounts on our database.
In order to delete them, I am currently required to hire an eTapestry programmer and pay (estimated is $600+). As administrator, I'd like to delete them myself - at no cost.
I just asked the help line if I could do this and was asked to add it to the idea bank. Seems like this has been widely requested and "planned", but I'm still being asked to add it to the idea bank. Was this forgotten about perhaps?? Thanks!
This would be very beneficial to delete journal notes as a mass update
Not sure where we are on this but I have just discovered that this is still not possible as I want to remove a note from a selected group of people all grouped together under a query. Thanks
Yes - please advise the real timeline of this planned update!! It has been over a year since the last comment - so this apparently has been on the planned list for 4 years now. Hate to see us and others move away from using etap.
It says planned but how do I find out when? This idea has been in here for three years.
I REALLY would LOVE it if we had a quicker way to delete journal entries. As I clean up my data and merge two duplicate entries it creates double journal entries which I then have to laboriously delete one by one. This is a major time suck when a constituent has over 150 journal entries which now just jumped to 300. I want to make sure that anything from one record that is not in the other goes into the merged record but I do not want each and every journal entry duplicated.
Agreed, this is a needed function, there are lots of obsolete journal entries floating around that we need to get rid of.
I would definitely appreciate a 'mass delete' option for mistakenly populated Journal entries on e-Tapestry. I am a fairly new user myself and have made a number of mistakes whilst learning to use the new system and in order to correct my mistakes I have had to edit journal entries individually! Needless to say I was cursing the system for weeks!
If there is a 'mass update' why is there not a 'mass delete?'.
I totally agree that the administrator should be able to delete all these mass communication contacts. I would like them to go on a separate tab because our ED likes to look at whether someone got a certain email but I would really like it not to clog up the journal. I need to see the contacts that are actual contacts and the gifts because we use contact to track their attendance at support groups.
I agree that mass deletion should be for administrators only. I don't see a need for a seperate tab. Our people want to see all the journal entries on 1 tab. We also need a way to delete the journal entries for old contacts ourselves, we wouldn't delete the gift journal entries at all. We would need at the least contact method, type, and date (for a date range). Just my 2 cents worth.
I need some feedback on this. We are looking at a way to at least "filter" out the mass added communication items (ie adding a journal contact for each mass email sent). What are your thoughts on this? 1) Separate Tab in journal that houses these? 2) What do you need to see when you click on the mass added journal item? 3) What do you need to query and report on from mass added communications in the journal? How many? Who it was sent to? Other?
I agree we need to have an override of some sort for Administrators. I simply mass updated new contact journal entries to indicate a relationship touch we did with specific accounts Date/method was email/subject was Relationship Contact 2... well after we realized we should have included a note stating we emailed them a video. when I tried to update those journal entries the system did not see my query of just 51 accounts it thought I wanted to update 1000's of contact journal entries so naturally I stopped it and thought I'd add a new entry altogether with the note and then i would just delete the original entries that did not include the note. Well now I realize because the method and subject are required fields and cannot be used to remove that I now manually have to remove those original entries... defeats the whole mass update purpose of using remove...
If we can't mass delete Contacts, then we should at least be able to FILTER OUT certain TYPES of contacts, such as mass emails. This would allow users to quickly search through MANUALLY-ENTERED contacts where there has been personal communication with a donor.
removing journal entries - of any sort - should be a no-brainer.
In general, mass deletion should be an option for administrators. There's no reason that we shouldn't have control over our data in this way. I personally am often frustrated by the inability to take away something, especially if it has been done by someone else and is incorrect, or if we started tracking data in one way and decided to track it in another way later on.