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heather_bennis
heather_bennis
Contributor ⭐️⭐️
May 18, 2016
Question

Is there a way to delete a Event Series instead of just individual instances of the series?

  • May 18, 2016
  • 1 reply
  • 59 views
Our CSMs schedule recurring Event CTAs to capture their regularly scheduled weekly, bi-weekly, monthly, etc. interactions with their customers.  One of our CSMs scheduled a duplicate instance of her recurring call with a Customer and the 'delete event' option does not allow her to choose whether she wants to delete the individual instance or the entire series; it is specific only to the instance of the series.  Does anyone know if there's a way for the CSMs to adjust this themselves?  And if not, how do I, as the administrator, do so for them?

    1 reply

    elena_painter
    elena_painter
    Contributor ⭐️⭐️⭐️⭐️
    May 24, 2016
    ----------------------------------------------

    Tom Gerth, May 24, 6:44 PM

    Hey Heather,

    When it comes to reoccurring CTAs, deleting a CTA will only delete the single CTA. In order to delete the entire series, someone would have to use the Mass Edit tool in the Cockpit Configuration that enables you to delete CTAs by CTA name and owner.

    The only way to stop the flow of incoming reoccurring CTAs is to modify the source from which the CTAs are being fired off.

    Please let me know if there is any other clarification needed and I will be happy to help!

    Thanks,

    -Tom
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