Difference between revisions of "Accounts/HowtoDeleteanAccount"

From Commence CRM-Help

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Accounts may be deleted by viewing the list of accounts, plac-ing a checkmark beside one or more accounts to be deleted, then clicking on the “Delete” button.
  
[[File:image004.gif]]Accounts may be deleted by viewing the list of accounts, plac-ing a checkmark beside one or more accounts to be deleted, then clicking on the “Delete” button.  
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::::::'''''Step-by-Step'''''
 
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::::::::1. Click on the “Accounts” module tab to go to the “Ac-counts” screen.   
 
::::::::1. Click on the “Accounts” module tab to go to the “Ac-counts” screen.   
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Revision as of 10:03, 25 September 2012

Accounts may be deleted by viewing the list of accounts, plac-ing a checkmark beside one or more accounts to be deleted, then clicking on the “Delete” button.

ScreenHunter 16 Sep. 25 13.58.jpg
1. Click on the “Accounts” module tab to go to the “Ac-counts” screen.
2. Place a checkmark in the far left column for each account to be deleted.
3. Click on the “Delete” button to delete the selected accounts.
4. The same process applies to any items in a Related View.


ScreenHunter_18 Sep. 25 13.59.jpg