It's really easy to delete and manage records within the CRM. The further options menu is where you can easily access a variety of actions you are able to complete on a record. This is also where you can find the Delete action. This guide will take you through the steps of deleting a Contact record but the process can be replicated for any CRM record such as Problems, Opportunities, Documents and Quotes.
If you are looking at how to delete Quote Lines then check out this article here!
Prerequisites
You'll need to have CRM Delete rights in order 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.
Please 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.
If you want to delete the Contact and all records which are stored under it, simply select the 'Delete Children' option. This will then mark the record as deleted when someone tries to access it.
Please Note: Deleting or cancelling a Confirmed Quote in the CRM will not remove or cancel it from your ERP/Accounting System.
Identifying a deleted record
Once a record is deleted, it will display a red banner notifying any user who opens it that it's deleted.
If you hold Admin permissions, you will also have the option to Restore the record from the banner.
Looking to restore a deleted record? Check out this guide here!