Ability to delete TASk once you move client to cancel or unpublished. The task are staying as live.
complete
Autopilot
Merged in a post:
Tasks and due dates cancel when reservation or trip is marked cancelled.
O
Orange Hamster
If a reservation and/or trip is marked cancelled, it should cancel all tasks and due dates associated with it. The monetary amount should also zero out or at least not be calculated into the total trip cost. It’s time consuming to have to go in and delete dollar amts, due dates and tasks. For a single reservation, I can’t just delete the lodging or activity as payments could have been placed and I would need that authorization info along with what card. So a refund can be confirmed.
C
Changing Salmon
Or at least have the option - like when you move trips to archive and you can check if you want it to stay published, etc.
Brad Turner
updated the status to
complete
This is now complete! You can see for yourself by moving a trip to cancelled or archived. Just make sure you are using our system statuses for cancelled/archived - it won't work if you have created your own custom statuses representing those states.
Here's a quick Loom explaining more about those system statuses: https://www.loom.com/share/50d0ddf137c141ec88e1321aee7968a0?sid=2f01588b-f8a6-46b5-b7ce-92c9f8108eb2
Autopilot
Merged in a post:
Dead Lead Clients
E
Ebony Marten
When a Client is Automatically put into Dead Leads... all Tasks should be taken off the trip.