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revgram
Level 5

tech support

Has anyone figured out how to delete names in 'saved quotes' ?  I am continually scrolling through a TON to check back with customers...it would be a tremendous help.   I have chatted with Thumbtack and they can't help, or have not, anyway.  I do not want to 'archive', I just want to delete.   I am not looking for  particular names, just going back to double check with earlier quotes in general.  

If you are having this problem also maybe we can all peteittion Thumbtack to solve this one.

Thanks!

10 responses
Moderator
Moderator

Re: tech support

@revgram I'd be glad to take a look at this and see if I can help you out. If I'm following what you're saying here you want to delete a name from a saved quote, is that right? If that is what you're looking to do, you should go to your inbox and open your message history with a customer. You can then select the bookmark icon (next to the paperclip icon) and then edit your responses from there. If you still have any questions, feel free to send me a DM and I'll be glad to help find an answer for you. 

0 Kudos
revgram
Level 5

Re: tech support

Thankas for responding, Taylor, but when I click on a sent quote there is neither a bookmark nor a paperclip. Ruth Lenger

0 Kudos
Moderator
Moderator

Re: tech support

@revgram are you using the app or desktop?

0 Kudos
revgram
Level 5

Re: tech support

I use both my phone app and laptop.
0 Kudos
Moderator
Moderator

Re: tech support

@revgram let's have you start by going through these troubleshooting steps. If that doesn't fix the issue, please send me a private message with a screenshot of the error you're getting. 

0 Kudos
revgram
Level 5

Re: tech support

There really is no place on either phone app or laptop to delete 'sent quotes'.

0 Kudos
Moderator
Moderator

Re: tech support

@revgram just to confirm are you referring to quotes you have already sent to customers? It sounds like there may have been some confusion between us and you earlier in the conversation when you mentioned: "saved quotes."

0 Kudos
revgram
Level 5

Re: tech support

Sorry, I meant 'sent quotes'

0 Kudos
Moderator
Moderator

Re: tech support

@revgram thank you for clarifying. At this time, you can archive sent quotes, but there is not the option to completely delete them. We would love your feedback on this though! Can you expand more on why you would rather delete instead of archiving? 

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