Add a "Are you sure?" prompt before deleting a file from Document Storage.
J
Jim Reynolds
Of course it's a good idea. The selections when clicking on the dropdown box are "Download File" and "Delete". Everybody makes mistakes! Anyone can easily click on the wrong selection. That's why every software program in the history of software programs has a "Are you sure?" prompt before deleting a file that can't be recovered once deleted. You do have this prompt before deleting a note form Internal Notes. Why do you not have it when deleting a file from Document Storage?
K
Keenan Jones
Merged in a post:
Accidentally clicking the "DELETE" button on documents..
S
Stirgus CreditRepair
ISSUE: We need something in place to protect us from accidentally clicking the delete button under documents. Many times we attempt to download our clients documents, to make sure they are correct and accidentally click DELETE, if our mouse happens to barely touch it. This happens a lot if we are working fast.
SOLUTION: The delete button should have a second screen that pops up, that asks "are you sure you wish to delete this?" and we could click "yes or no". This will eliminate us from accidentally clicking the trashcan/delete button and their document is gone forever (until we're able to contact the client).
OR
There should be a "history" button under documents, that shows previous documents uploaded for this client, in case we ever have to go back and re-upload or reprint deleted documents.
K
Keenan Jones
Hiya Stirgus CreditRepair, thanks for this post! I have a few more questions for you:
- Can you provide more details about how often this issue occurs and how it impacts your workflow?
- Would you prefer a confirmation prompt every time you delete a document or only for certain types of documents?
- How would you envision the 'history' feature? Would it include all types of documents or only certain ones?
S
Stirgus CreditRepair
Keenan, I just stated all of those things in my post. Please view above.
K
Keenan Jones
Merged in a post:
Please add an "Are You Sure?" prompt before a file in Document Storage can be deleted.
J
Jim Reynolds
A file in Document Storage can still be deleted without an "Are You Sure?" prompt before it is deleted and can't be recovered. This is really really bad. Please add a prompt. You have the prompt before deleting an Internal Note. It needs a prompt before losing a file.
M
Michele Berry Nunez
Great suggestion, please implement. Thanks!