I have been evaluating the affinity platform to with a view to using it for all our companies. So i created some new profiles within the affinity account and linked others. I would like to clear all the test data from all profiles. I can only delete the test data (ie invoices and estimates) for profiles that were linked to it. I cannot see the ‘clear all data’ option in account settings for profiles that were created by affinity user.
If you want to clear an individual QuickFile account you can do so by following the guide here:
http://help.quickfile.co.uk/main/1/how_do_i_clear_my_account_.htm
Once you have done this you can then detach that account from your Affinity dashboard. Any accounts detached with no other users will be automatically removed after a period of time.
Thank You. I wasn’t logged in as the administrator hence I didn’t have the security access to delete the data
it is all fine now.
On a slightly different topic, I have a number of profiles connected to my affinity platform for each of our companies. All our account enquiries are handled centrally ie by one department. Our problem is that the contact email address is not changed when the primary contact of any one of these profiles changes. Also, the contact email address on client statements is not updated either. It appears that the email address listed on the affinity platform and on client statements is the one that was first used to create the account.
It would be fantastic if we could have an option to assign a user defined email to each profile so we could direct all account related enquiries to one email. If this is not an option, then as a minimum it would be better not to list any emails at all or at least allow us to change it manually.
You can set a single email for each managed profile. If you go into the account your’e managing and then go to Account Settings >> Routine Emails. At the bottom here you can set a specific email to dispatch invoices from and to appear on any correspondence.
Thanks for response. Thats not what i am after. If client logs into their control area and click on statements, a statement is generated for them to view. On that statement, it says if you have any questions, please contact us by, phone number or email address. This email address is wrong and there is no way to change it as far as i know. Also, if you look at my affinity dashboard, the contact email address for the profile is not updated as the prime contact changes. Again, there appears to be no way I can edit this email address.
Changing the email address I referred to in my last post will change the email address visible on the client statements, it will also change the email referenced in the Affinity dashboard.
I just tested this and can confirm that it works.
Awesome. Thank you apologies for not checking.
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