Delete all the occurrences of a recurring field service
It is possible to delete recurring field service operation (and all the associated occurrences) by following the steps below:
- Go to the 'Customers' module.
- Enter the first three letters of the customer's name in the search bar.
- Click on '...' and 'Customer sheet' for the required customer.
- Click on 'Recurring field services' tab.
- Click on '...' and 'Delete' for the required field service operation.
- Click on the button 'Confirm'.
Note: The date picker is set by default to the date on which the next occurrence is scheduled. Do you want to delete occurrences only from a certain date? Just select this date via the date picker.
Delete one occurrence of a recurring field service
It is also possible to delete only one occurrence by following the steps below:
- Go to the 'Customers' module.
- Enter the first three letters of the customer's name in the search bar.
- Click on '...' and 'Customer sheet' for the required customer.
- Click on 'Forthcoming field services'.
- Click on '...' and 'Delete' for the required field service operation.
- Select 'Delete only this field service'.
- Click on the button 'Confirm'.
Delete one occurrence and all the following linked
It is also possible to delete one occurrence scheduled on a given date and all the linked occurrences scheduled on subsequent dates. Just follow the steps below:
- Go to the 'Customers' module.
- Enter the first three letters of the customer's name in the search bar.
- Click on '...' and 'Customer sheet' for the required customer.
- Click on 'Forthcoming field services'.
- Click on '...' and 'Delete' for the required field service.
- Select 'Delete this field service and all the following linked'.
- Click on the button 'Confirm'.
