Edit or delete something you logged

Logged the wrong thing? A closed case has a full editor. Everything else you log has a bin icon and nothing more, so you delete it and log it again.

Delete an activity

My Recent Activities holds your last 8 entries, with a bin icon on each row. On a laptop the icon appears when you point at the row. On a phone it’s always there.

To delete one:

1. Open Activity feed and find My Recent Activities beside the feed.
2. Press the bin icon on the row you want gone.
3. Read what Delete this activity? says the delete will cost, then press Delete.

The row disappears and a toast confirms the points were reversed.

Caution

Deleting reverses the points and the credits that entry earned, and you can’t undo it. A tag-team entry takes your partner’s half with it, and they’re told.

Note that the card isn’t on the Log page. On a wide screen it sits beside the activity feed, and on a phone it moves to My stats, under My numbers in the left rail, because the feed needs the width.

Fix a closed case

A closed case is the one thing you can edit after the fact. The pencil opens Edit closed deal, where the policy, the money and the learnings all sit.

To change one:

1. Open Closed cases, under CRM in the left rail.
2. Press the pencil beside the case you want to fix.
3. Change Policy, Annualised premium, Year-1 FYC, Who closed this? or Notes & learnings.
4. Press Save changes.

Year-1 FYC works itself out from the policy and the premium. Type over it and your number wins, with Reset to auto beside the label to hand the sum back.

Changing the policy, the premium, the FYC or the notes never moves your points. Points belong to the activity type, so the score stays where it was. Changing who closed it does move them, and so does deleting.

Delete deal sits in the same dialog, and it takes the points and credits back the way the bin does.

The same editor sits behind the pencil on your own card in the activity feed. A teammate’s closed cases are read-only either way.

Two things to watch:

• A case you logged with several policies collapses to one. The dialog says so, and saving replaces all of them with the single policy, premium and FYC in it.
• Switching Who closed this? from Just me to a partner splits the case 50/50. Half the points and half the FYC move to them, and the case counts once for the pair.

Everything else

A set, an opening, a referral, a client servicing call: none of them have an editor. Delete the entry and log it again with the right number. If it was the last thing you logged, Undo on the Log page is quicker. See Log an activity and earn points.

FAQ

Can I edit a set or an opening I logged by mistake?

No. Delete it from My Recent Activities and log it again. Only closed cases have an editor.

I logged the same case twice. Does it count twice?

Yes, until you delete one of them. Both rows carry their own points and FYC.

I logged a case on my own and it was a joint one. Do I have to redo it?

No. Open it in Closed cases, press the pencil, and pick your partner under Who closed this?. The kudos, comments and photos on the case stay where they are. See Log a closed case.