Delete Example Data with one button
K
Keith Besherse
The new example data is an interesting idea. I understand and appreciate how it can help explain the functions. Please add sample conversations, notes, tasks, and calendar with appointments.
But the samples create chaos in the account. Need an easy button to immediately remove all test data from the account including workflows, pipelines, social templates, etc once the demonstration/orientation is complete.
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J
James Hurst
Hi James
We have recently launched the ability to turn off sample data for any subaccount
You can find this under Agency > Company Settings.
Thanks for your patience.
J
James Hurst
Instead of an easy button to remove
It all, it should be a setting whether you want it or not
K
Keith Besherse
James Hurst, I agree that we should have the option to NOT have sample data added in the first place. But apparently enough of Shaun Clark’s customers wanted this feature that it did get made. I am suggesting that, even for those people who want examples for demonstration/onboarding, there should be a way to remove the data without going into each area of the platform.
I am requesting a both/and solution.
K
Keith Besherse
Core Platform Sales & Marketing Shivam HighLevel Chase Buckner
S
Steve Hunsaker
Creating chaos here as well, please allow us to turn this off
J
James Hurst
Steve Hunsaker Hi James
We have recently launched the ability to turn off sample data for any subaccount
You can find this under Agency > Company Settings.
Thanks for your patience.
M
Mike Nicklas
James Hurst I think this misses the mark. Sample date is great for onboarding so a lot of people will want it on. But removing it after the fact should be one or two clicks at most.
K
Keith Besherse
exactly Mike Nicklas
James Hurst any idea if/when they will make it easy to remove the sample data if turned on? For now I won't use it because it means needing to manually remove it later. I like the concept, and as the company object and associations get more robust it becomes increasingly valuable. But ONLY if it is easy to delete immediately after the value has been experienced.