From CommenceCRM-Help
(Created page with " 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. Step-by-S...") |
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| + | Accounts may be deleted in the accounts list view or from the Account detail screen. | ||
| − | + | [[File:ScreenHunter_16 Sep. 25 13.58.jpg|left]] | |
| − | + | == To Delete Accounts from the Accounts List View == | |
| − | 1. | + | ::::::1. Access the Accounts module by clicking the '''Accounts''' module tab. ''The Accounts screen displays.'' |
| − | 2. | + | ::::::2. Mark the checkbox in the far left column for each account you want to delete. |
| − | 3. Click | + | ::::::3. Click the '''Delete''' button to delete the selected accounts. |
| − | + | ||
| + | == To Delete Accounts from the Accounts Detail Screen == | ||
| + | |||
| + | ::::::1. Access the Accounts module by clicking the '''Accounts''' module tab. ''The Accounts screen displays.'' | ||
| + | |||
| + | ::::::2. Click on any listed account name to see more detailed information about that account. ''The Account detail screen displays.'' | ||
| + | |||
| + | ::::::3. Click the '''Delete''' button at the top of the screen to delete the selected account. | ||
| + | |||
| + | |||
| + | [[File:ScreenHunter_12 Sep. 25 13.52.jpg]] | ||
| + | |||
| + | |||
| + | ::::::Return to [[Accounts]] | ||
Latest revision as of 14:55, 19 November 2012
Accounts may be deleted in the accounts list view or from the Account detail screen.
To Delete Accounts from the Accounts List View[edit]
- 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.
To Delete Accounts from the Accounts Detail Screen[edit]
- 1. Access the Accounts module by clicking the Accounts module tab. The Accounts screen displays.
- 2. Click on any listed account name to see more detailed information about that account. The Account detail screen displays.
- 3. Click the Delete button at the top of the screen to delete the selected account.
- Return to Accounts