Deleting Company or Person Records
Unless you are a System Administrator or a power user, it is unlikely that you will have the ability to delete company or person records. Instead you should:
- Ask your System Administrator about giving you the rights to merge person and company records.
Or
- Set the status of the company to Inactive. To do this, open the Company Summary page, select the Change action button, select Inactive from the Status list and click on Save. A Status field can also be added to the Person Summary page by your System Administrator, if your organization decides to use a similar method to indicate a person is no longer used.
If your profile allows you to delete company or person records, a Delete action button is available on the Person or Company Summary page.
To delete a Company or Person:
- Find and open the company or person you want to delete.
- From the Summary page, click on the Delete button and then on the Confirm Delete button. The person or company record is deleted from the system.
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See Also:
Company Fields
Person Fields