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Deleting a communication
User Requirement: Your System Administrator must give you rights
You can change a communication status to Complete or Canceled. All communications, even those completed in the past, form an important part of the customer history.
- Find and open the communication you want to delete.
- From the Details page, click Delete. If the communication has attachments, for example an email or a letter, then they arealso be deleted, and no longer available in the Documents tab of the associated entity (Person, Company, Opportunity, etc.) Note: This does not apply to mass mail communications deleted in the context of a recipient.
- Click Confirm Delete.
See Also:
Changing the status of a communication
Communication fields
and icons
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