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.
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[[File:ScreenHunter_16 Sep. 25 13.58.jpg|left]]
 
[[File:ScreenHunter_16 Sep. 25 13.58.jpg|left]]
  
::::::::1. Click on the “Accounts” module tab to go to the “Ac-counts” screen.
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::::::::1. Access the Accounts module by clicking the '''Accounts''' module tab. ''The Accounts screen displays.''
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::::::::2. Mark the checkbox in the far left column for each account you want to delete.
  
::::::::2. Place a checkmark in the far left column for each account to be deleted.
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::::::::3. Click the '''Delete''' button to delete the selected accounts.
  
::::::::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]]
 
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Revision as of 14:18, 19 November 2012


ScreenHunter 16 Sep. 25 13.58.jpg
1. Access the Accounts module by clicking the Accounts module tab. The Accounts screen displays.
2. Mark the checkbox in the far left column for each account you want to delete.
3. Click the Delete button to delete the selected accounts.



ScreenHunter_18 Sep. 25 13.59.jpg