Deleting Records
Click Delete to submit a request to delete that record.
Note: The Delete button is unavailable on pages that are used to edit a record.
After clicking Delete, you are shown a confirmation message box that asks whether you truly want to delete the record. Click Yes to proceed. A success message is displayed at the top of the page and the record is then deleted from the database, subject to the exceptions below.
There might be workflow rules associated with a deletion. In this case, although your deletion request has been accepted, the record would not disappear from the database immediately, but would remain while the deletion request is pending approval. If the request is approved, the record disappears from the database. If the deletion request is rejected, the record will not be deleted.
Sometimes a deletion request will be denied because the record is linked to other records. An error message will appear when this happens. That message means that the link must be removed, or the other records must be deleted, before you can delete the current record.
Deletion of a record might cause other records to be deleted or altered. To see what effects deletion can have, refer to the table below.
Deleting Records
Record Type |
What Deletes |
Conditions that Prevent Deletion |
---|---|---|
Accounts |
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Address Books |
The address book and all of its contacts. Only the book is deleted; contacts remain in the system. |
n/a |
Appointments |
Appointment is removed from the calendar along with all of the information on the additional calendar pages. Note: You can delete appointments in List view. |
If a document that is attached to an appointment is currently checked out, you cannot delete the appointment. |
Contacts |
|
|
Documents |
||
Expenses |
|
|
Invoices |
|
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Projects |
|
A document on the Documents page for this project is checked out. See Editing Documents for more information. |
Reports |
The report is deleted from the list view, all collections, and folders. |
|
Tasks |
Note: You can delete many tasks in one operation. See Using the Task Entry Tool for more information. |
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