From CommenceCRM-Help
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::::::'''''Step-by-Step''''' | ::::::'''''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. | ||
Revision as of 11:27, 14 September 2012
File:Image004.gifAccounts 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-Step
- 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.