Contacts - 'Are you sure' alert when deleting Files
Needs 'Are you sure' pop up for Deleting Contact Files
Its too easy to accidentally delete a file attached to a Contact. Needs to be an 'Are you sure you want to delete ...' pop up when deleting.
Especially as it also doesn't populate in the history/notes section that anything has been deleted.
Alana Porter
shared this idea
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Karissa Kroll
commented
100%!!!!
It is SO easy to accidentally hit the delete icon. We transferred an important document from our old invoicing system to a contact account. Then when someone accidentally deleted it a year later, we had to PAY to get access to our old invoicing system in order to retrieve it.
We should be able to feel more secure with our documents Xero! -
Katherine Morrow
commented
Agree.
Preview button is too close to trash icon.
Trash icon needs 'Are you sure' pop up is needed.
Please fix this. -
Sandie Robichaud
commented
I accidentally deleted the attached file for a contact when I attempted to click the preview. The trash can icon is directly next to the Preview link and it was an error on my part. However, once I clicked the trash can icon, the file was gone. Since I am the bookkeeper, I had to contact my client to have them re-attach the file to the contact record. It would be very helpful if there was a 2nd click to confirm a delete or move the delete option away from the preview option.