Autosave for 1 location only (not all of them)

Ashley C. shared this question 20 days ago
Answered

Hi


I turned on Autosave for our warehouse location called "LSS" because we were testing out Conditional Pricing. I was careful not to touch the settings in the other warehouse locations - and even though Autosave is NOT checked for our other warehouse locations, iO is in fact autosaving leads when working in thee other locations.


I need autosave turned off for all warehouse locations. I have since removed the conditional pricing setting from the 1 LSS item i was testing and yet the autosave feature is still turned on and it won't let me uncheck it for LSS. Also the checkbox is UNCHECKED for the other location, and yet autosave is on when working in those other leads as well. We need autosave off. Please help.

Comments (3)

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To turn off autosave for the LSS location, you will need to remove any filters used for fees/specials, and any conditional pricing that use filters, such as the example pictured:

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I'm not 100% sure why the leads at other locations are autosaving, but I think it may be because of the presence of the Lead Country = Canada Pricing filter. Can you please try deleting that and see if leads still autosave there?

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Thanks for you reply! I was able to delete the that free shipping "special" for LSS (which we don't use anymore anyways) and that free'd up the checkbox to be able to turn off auto save for LSS in the General Preferences.

Looks like that fixed the problem. What's weird though is that the free shipping "special" that I deleted has been there for over a year and autosave was not on before.

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It is strange, and sometimes the hardest "problems" to explain are when something works and it shouldn't, but then falls in line with expected behavior.

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