Deleting Records
If Records are no longer needed, they can be deleted. Records can be deleted individually or several at a time. Deleting a Record cannot be undone.
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If you do not have permission to delete a Record then the Delete button will not be available for you to click.
Deleting One Record
To delete a single Record, start by opening the Record that you want to delete from any of the Views.
- Click Delete in the top right corner
- Confirm the action by clicking Delete again
Deleting Many Records
To delete several Records at one time, navigate to a Grid View.
- Check the boxes next to the Records that you want to delete
- Click Delete selected at the top of the Grid View
- Confirm the action by clicking Delete
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To make it easier to find the Records you want to delete, you can filter the Grid View.