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Delete User - Make "Reassign Records to Another User" the default

Status: Available in ACT! 2011
by Nickel Super Contributor Jeff_Granger on 01-11-2010 07:25 AM

Just had a client on the phone who has lost 500 records by removing a User. This probably occured because:

 

(a) they didn't realise that removing a User had the potential to remove records as well (why would you).

(b) they presumably didn't read or understand the significance of the "You are about to delete User..." warning window

 

and

 

(c) the default option is set to "Delete records belonging to this user" rather than " Reassign records to another user", which is a bit of a Gottcha!

 

I'm sure most people don't want to delete a whole bunch of records when they remove a User.

 

Jeff

Status: Available in ACT! 2011
Jeff: Great idea, this has been included in ACT! 2011.
Comments
by on 01-27-2010 06:08 AM
I just inadvertently did this myself the other day. Thankfully we are well protected with backups. While I feel like a fool for doing this, it should be much more difficult to delete contact records when managing users. Frankly, IMO after my recent experience, the option to delete them should require much more explicit action than just selecting a check box.
by Moderator Moderator on 07-12-2010 03:16 PM
Status changed to: Available in ACT! 2011
Jeff: Great idea, this has been included in ACT! 2011.

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