Hello, and help! Anyone who works with Resource Scheduling, specifically Constituents as Worker Resources. On the constituent record, under Resource Setup where you assign a Resource Type, there is are field for Notes, and Confirmation Notes. I made the mistake of thinking this Notes field would be a good spot to record notes about the actual constituent as a docent. So now, every single one of my docents has text in that Notes section.
What I didn't realize was that this Notes section also displays on the Order Bookings Report, which we use as a share-with-everyone tour schedule among all our docents, security, and other staff. Being closed for Covid, I haven't needed to create one in months, but we are re-opening soon, and now I can see all the little personal notes for every docent. Thankfully, it's nothing embarrassing, just the class year they became a docent. Phew!
I deleted the notes from their constituent records, and it's STILL showing the notes I deleted on the Order Bookings Report. I even waited overnight after deleting to see if it had to do with some background process, but it's still there this morning. Has anyone else experienced this, or can you tell me what I'm doing wrong?
Thank you for your help.
Nevermind! I figured out it. I have to delete the resource assignment from the Order Bookings Report, and re-add them to make the Notes disappear after I deleted the notes. Phew! Crisis averted. Leaving this here in case anyone else runs into this.