For offices running SalesPartner, past open homes should be marked as completed where applicable. This helps to ensure that the To-Do List is kept tidy. To-Do List navigation can slow when hundreds of outstanding activities are not marked as completed. When listing activity is synchronized by salespeople, activity maintenance is also beneficial downstream.
Example:
For this lab we'll tidy up outstanding historical open home activity for a multi-user networked database. To mitigate against potential lock/index issues, bulk activity processing is best performed after hours or when fewer users are busy entering open homes for example.
The To-Do List for this database is not quick to open due to outstanding activities that remain incomplete. We'll complete historical open homes to reduce the default list size.
1. Click Open Homes to filter by open home activity only.
2. Adjust the date filter to only show past open home activites. On this example the date change takes a few moments to apply.
3. Select All. Again, this action may cause a delay depending on the size of the list and /or hardware specifications.
4. Click Complete > OK to proceed.
For this lab it took around 2 minutes to complete 193 activities on a low spec workstation. It is not unusual to see a 'Not Responding' application status message during an event like this.
Upon completion, the dashboard is empty. Click Refresh to deactivate filters and review your remaining incomplete activities.
RSS Feed
