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Deleting company or person records
User Requirement: System Administrator or Power User rights
- Find and open the company or person you want to delete.
- From the Summary page, click Delete, then Confirm Delete.
If your profile doesn't allow you to delete company or person records, you can either:
- Ask your administrator to give you the rights to merge Company and Person records.
- Set the company status to inactive. Your System Administrator can also add a status field to the Person Summary page.
- Open the Company Summary page.
- Click Change.
- Select Inactive from Status.
- Click Save.
See Also:
Company fields
Person fields
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