You can delete a record or history for a person or organization if the setting in the record allows the deletion.
About this task
Only users with the required authorization can delete records and history information. If you do not have the required authorization, the Delete options icon does not appear on the Details window.
Procedure
- The top of the Details window displays the key attributes
for the person or organization, such as Name and Location. In the
Details window, the Delete options icon appears
on the right side of these key attributes. Click the Delete
options icon.
- From the list that appears, select the item that you want to delete. If no delete options are set, the list is empty and the No options set message appears. You cannot delete the record or the history.
- A confirmation window appears. Click Yes to delete or No to return to the Details window.
Results
- If the delete is successful, the Search window appears. A new search, using the same criteria, is run automatically. With a successful deletion, the record that you deleted should not appear in the Search Results section.
- If the delete failed, you remain on the Details window and an error message appears.
If you delete only the history:
- If the delete is successful, you remain on the Details window.
- If the delete failed, you remain on the Details window and an error message appears.