Turning off Autosave
Answered
I need to turn off autosave, but iO won't let me. The checkbox for autosave is grey and the system will not let me uncheck it. Please advise.
I need to turn off autosave, but iO won't let me. The checkbox for autosave is grey and the system will not let me uncheck it. Please advise.
The same question
Any promos, fees, pricing, etc that needs autosave to calculate (any of these items that use a filter as a trigger) would need to be turned off to be able to turn off autosave
Any promos, fees, pricing, etc that needs autosave to calculate (any of these items that use a filter as a trigger) would need to be turned off to be able to turn off autosave
Understood. In that case , I have a new question - I clicked on the green "add promotion" button to create a new Coupon Code called "March to the beat" recently. I don't need a filter to match this coupon since we have added it to certain leads manually. I realize now that this should have been created as a "legacy promotion" to avoid putting a filter on it. Is there a way to change this already created coupon code in the system so that it doesn't need a filter? or do I need to like recreate it as a "legacy" promotion and reapply it to all the leads again? (there is over 100 leads that have this promo code added to their quote... would like to avoid having to re-apply it if possible)
All of this to say... we need autosaved turned off.
Understood. In that case , I have a new question - I clicked on the green "add promotion" button to create a new Coupon Code called "March to the beat" recently. I don't need a filter to match this coupon since we have added it to certain leads manually. I realize now that this should have been created as a "legacy promotion" to avoid putting a filter on it. Is there a way to change this already created coupon code in the system so that it doesn't need a filter? or do I need to like recreate it as a "legacy" promotion and reapply it to all the leads again? (there is over 100 leads that have this promo code added to their quote... would like to avoid having to re-apply it if possible)
All of this to say... we need autosaved turned off.
The coupon code w/ the filter will still apply to these leads and wouldn't need updated unless you wanted to make changes on the leads. So you would be safe to remove the current promo and then create a legacy promo in it's place
The coupon code w/ the filter will still apply to these leads and wouldn't need updated unless you wanted to make changes on the leads. So you would be safe to remove the current promo and then create a legacy promo in it's place
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