The further options menu in CRM contact and company records, Problems, Opportunities, Documents and Quotes is where you can easily access a variety of actions you can complete for them, making deleting and managing records in the CRM simple.
To delete lines from a Quote you want to keep active, see How to delete Quote Lines.
Prerequisites
You need to have CRM Delete rights to follow the steps in this article
Step 1: Locate the Contact record
Once you've located the Contact you need to delete, select the further options menu (3 dots) from the right-hand side and select 'Delete' from the drop-down list.
📌Note: If the Delete option does not appear, then you do not have the correct permissions to complete this action.
Step 2: Confirm deletion and manage Child records
If the record you wish to delete has child records, for example, the record has Documents saved against it. Then you will be asked whether to delete these records or move them. If you'd like to keep the records under the Contact, they can be moved to an existing Contact using the 'Move children' option. You then need to search for the record to save them under using the Parent option.
To ensure smooth management, always review linked records before deciding to delete a record. Use the 'Move Children' option if the child records are still relevant and need to be associated with another record. Opt for 'Delete Children' only if the linked records are no longer needed.
If you want to delete the Contact and all records stored under it, simply select the 'Delete Children' option. This will then mark the record as deleted when someone tries to access it.
If the Contact record is integrated with external systems like Unleashed, ensure that you understand how deletion actions in the CRM will affect those systems. For instance, deleting a manually created record in the CRM that is not synced with Unleashed will not impact data in Unleashed.
📌Note: Deleting or cancelling a Confirmed Quote in the CRM will not remove or cancel it from your ERP/Accounting System.
For more details on managing integrations with external systems, ensure to review the specific guidelines provided for each system.
Identify and restore a deleted record
Once a record is deleted, it will display a red banner notifying any user who opens it that it is deleted.
If you hold Admin permissions, you will also have the option to restore the record from the banner. For more details, see Restoring Deleted Records.