Delete Person in the Address Book? Anyone been successful in deleting a Person from the AB in SQL? Apparently it can be done. However in practice....? Follow this LINK to the KB article.
Delete Person in the Address Book? Anyone been successful in deleting a Person from the AB in SQL? Apparently it can be done. However in practice....? Follow this LINK to the KB article.
Well, after considerable effort I found this article from 2016 related to the retired version 14.12. Works in 18.12. It appears the Design Team needs to spend more time with the Development Team. The UI should have a Delete button, perhaps, near the Save - Return buttons. With all the improvements to SQL version, there are still many frustrations in the UX.
This is what the link shows:
Products |
Sage Estimating 14.12 SQL (retired) |
Description |
To delete a record:You can either delete a record in the address book or make it inactive. When marking a Company or Person as Inactive, they will not appear in selection lists.
To mark a Company as inactive:
Option I: In the Address Book
Option II: While editing an estimate
Note: In earlier versions of the Microsoft SQL version of Sage Estimating it was not possible to delete individual records from the Address Book. Use the Inactive checkbox instead.
Well, after considerable effort I found this article from 2016 related to the retired version 14.12. Works in 18.12. It appears the Design Team needs to spend more time with the Development Team. The UI should have a Delete button, perhaps, near the Save - Return buttons. With all the improvements to SQL version, there are still many frustrations in the UX.
This is what the link shows:
Products |
Sage Estimating 14.12 SQL (retired) |
Description |
To delete a record:You can either delete a record in the address book or make it inactive. When marking a Company or Person as Inactive, they will not appear in selection lists.
To mark a Company as inactive:
Option I: In the Address Book
Option II: While editing an estimate
Note: In earlier versions of the Microsoft SQL version of Sage Estimating it was not possible to delete individual records from the Address Book. Use the Inactive checkbox instead.
*Community Hub is the new name for Sage City