Unable to delete allocation rules

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Contributing Cover User Andy3689
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Andy3689
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Unable to delete allocation rules

I've been to the manage allocation rules page, and when i click a rule to delete, the only option I have is to edit it, not delete it. The delete button is on the main screen with the list of rules. Unable to select a rule to delete without "selecting" it and getting to the edit screen for that rule with no option to delete.

 

The help files say to look for a "..." - but can't see that on either screen.

 

Any assistance gratefully accepted.

Andrea

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Partner AlanT
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AlanT
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Accepted Solution Solved

Re: Unable to delete allocation rules

@Andy3689

 

Hi Andrea,

 

Yes, deleting a rule in Essentials is very confusing.  Here is what I do:

 

  1. From the list of rules, I click on the rule I wish to delete.  This opens the edit window, so I just click the [Cancel] button.
  2. The rule has now been highlighted, so I go to the top of the screen and click the [Delete] button.
  3. A pop up asks you to confirm you wish to delete the rule.

It is very conter-intuitive and a slow process that should be cleaned up, but that is how it works for me.

 

Hope it helps you too.

 

Regards,

 

Alan

Contributing Cover User Andy3689
7 Posts
Contributing Cover User
Australia
Andy3689
Contributing Cover User

7Posts

1Kudos

0Solutions

Re: Unable to delete allocation rules

Thanks Alan - I'll give that a go!

 

Cheers

 

Andrea

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