Pop up notes - import / export / remove

Hello,

We imported some thousands of clients into our SQLdatabase some months ago. For that time it seemed a good idea to add a small detail regarding every customer as a “pop up note”, which pops up everytime you open up a quote for that said customer. But for now the information added seems irrelevant and we’d like to remove this “pop up note”, but how does one do it?

popup.JPG

-Henri

Hello Henri

To remove the popup would require that all of the text in the Popup Notes field in the client’s entry screen be removed.

For example:
[ul]
[li]Open a client’s entry screen
[/li][li]Drop down the General Notes to show the four available notes fields - General Notes, Scheduleable User Notes, Popup Notes, and Other Contacts
[/li][li]Select the Popup Notes
[/li][li]Delete all of the text in this Popup Notes field.
[/li][li]Click on the menu option Save & Exit.
[/li][li]Now when you open a service workorder for this client, no popup of notes will show.
[/li][/ul]

If you have thousands of clients that this occurs on, two suggested ways of doing this:

  1. Delete the Popup Notes for a client as needed

[ul]
[li]Whenever next you open a workorder for a client, click on that Client jump button in the workorder entry screen which will “jump” you to that client’s entry screen (see also http://www.ayanova.com/AyaNova7webHelp/jump_buttons_via_entry_screens.htm )
[/li][li]Open a client’s entry screen
[/li][li]Drop down the General Notes to show the four available notes fields - General Notes, Scheduleable User Notes, Popup Notes, and Other Contacts
[/li][li]Select the Popup Notes
[/li][li]Delete all of the text in this Popup Notes field.
[/li][li]Click on the menu option Save & Exit.
[/li][li]Now when you next open a service workorder for this client, no popup of notes will show.
[/li][/ul]

  1. Purchase the optional add-on plug-in importexport.csv duplicate option license and use that utility to update all of your client records removing the Popup Notes text from all

[ul]
[li]Review about the the optional add-on plug-in importexport.csv duplicate option at http://www.ayanova.com/AyaNova7webHelp/import_duplicate_record_update.htm
[/li][li]Purchase the optional add-on plug-in importexport.csv duplicate option license via http://www.ayanova.com/purchase_AyaNova_online.htm for your company
[/li][li]Replacement Activation Key will be sent when payment is processed. Apply as per its instructions
[/li][li]Make a backup of your AyaNova database as per the backup steps in the online Help documentation
[/li][li]Export the client records you want edited to a file - see http://www.ayanova.com/AyaNova7webHelp/exporting_clients_into_a_csv_f.htm
[/li][li]Edit this file removing all of the popup notes text from each client record
[/li][li]Select the True option for ClientPopUpNotes as per http://www.ayanova.com/AyaNova7webHelp/import_duplicate_record_update.htm
[/li][li]Green OK to run to update your existing client records
[/li][li]Now check in your AyaNova that client records have been updated successfully
[/li][li]If not successful or a problem, you can restore from the backup you just made, and perform the steps again.
[/li][li]Once successful, then allow others back in and you are done
[/li][/ul]

Let me know if additional questions

  • Joyce