Getting rid of old activity codes

Started by Andrew Carrick, September 07, 2010, 09:36:24 AM

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Andrew Carrick

We are going to revise our activity codes and this will involve "getting rid" of many of the original ones. Has anybody got any tips on doing this? I don't want to delete them so we preserve the history. I guess best way is to change description to e.g. "do not use"?
Jelf Insurance Partnership
Hull, East Yorkshire, UK
Me and TAM used to have a thing but we've split amicably. She got the kids, I got the Camaro and the maid.

DebAmstutz

We did that with several...description is now "DO NOT USE".  Too bad they can't be renamed to go to the bottom of the list!
Deb Amstutz
Missing TAM 5 days a week

Andrew Carrick

Thanks Deb, that was my thought exactly!
Jelf Insurance Partnership
Hull, East Yorkshire, UK
Me and TAM used to have a thing but we've split amicably. She got the kids, I got the Camaro and the maid.

Lance Bateman

One thing we did on some was change the default description to "See ABCD" being the proper code to use.

Robin Deatherage

That is a good idea Lance.  Thanks for sharing.
Robin Deatherage, CIC
Chas. Lunsford Sons & Associates | Roanoke, VA
Applied Private Cloud Server; TAM 2014; Fax@vantage v9; Office 2010;
Applied Hosted Exchange; 3 Office Locations

Andrew Carrick

Jelf Insurance Partnership
Hull, East Yorkshire, UK
Me and TAM used to have a thing but we've split amicably. She got the kids, I got the Camaro and the maid.

Lynne Desrochers

I was at a Sandy Oliver class recently and she recommended putting just a "." in the description. Then they don't stop and read anything at all. Sounded interesting to me.
Lynne
Lynne Desrochers

Andrew Carrick

I tried that a while ago to make users put a proper description in, but it didn't work, they just left it as "." But then we have users who sometimes use the code at the top of the list (14DA) for any activity or diary. Go figure.  >:(
Jelf Insurance Partnership
Hull, East Yorkshire, UK
Me and TAM used to have a thing but we've split amicably. She got the kids, I got the Camaro and the maid.

Hans Manhave

I'm very friendly on some of our codes.  The description that pops up (or prints) is: You did wrong!  Learn how.

It is amazing to see that things like that still are mailed out.
Fantasy is more important than knowledge, because knowledge has its boundaries - Albert Einstein

Andrew Carrick

Jelf Insurance Partnership
Hull, East Yorkshire, UK
Me and TAM used to have a thing but we've split amicably. She got the kids, I got the Camaro and the maid.

brinkerdana

You should make those folks who don't use descriptions or who use the first activity code in the list search for something they did 2 years ago!  That'll change their tune!
Dana Brinkerhoff
Retired