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DELETING FROM NOTES!!!

Posted: Wed Mar 08, 2017 4:19 pm
by Gail2038
Dave,
Help!

When going from account to account, it has become a HUGE problem when notes are added to the wrong profile!
As an example.... this note was put on a perfectly healthy female's account - and I CAN NOT GET RID OF IT! This is a huge issue/problem/PITA

Hank is dealing with a lot of death in his family - he and his sister both cancer and she just passed recently. He is very frustrated w/ all to say the least. His Rx needs due to the removal of his prostate will cost a TON of $$ - looking that up he is best on Kaiser Medicare in June. I told him he needs to cancel his policy with Kaiser BEFORE the end of May - AND call the number on the back of his ID card to sign up for $0 premium KP Medicare Advantage plan.


Please allow us to delete from notes, or hide them from view w/ a notation of "wrong account" or something helpful!

BTW - when tabbing from cell to cell - the zip code doesn't work :-) (Just a little thing)

Thanks,
Your PITA,
Gail Snyder
970-461-5060

Re: DELETING FROM NOTES!!!

Posted: Wed Mar 08, 2017 4:53 pm
by Dave
Just to clarify, are notes getting on the wrong account due to a software glitch, or is it user error?

Re: DELETING FROM NOTES!!!

Posted: Thu Feb 14, 2019 5:14 pm
by Winnie2259
If user error, how do we delete our notes we accidentally entered in a diff or unrelated task?

Re: DELETING FROM NOTES!!!

Posted: Sat Feb 16, 2019 11:20 pm
by Kathlein
This feature is not currently available for tasks. You can currently complete the task and create a new one.

Thanks for the suggestion, we will consider this for a future release!