Deleting Records

Learn how to delete records in Aurea CRM.win.

To delete a record from the database:

  1. Search for the record you want to delete.
  2. Click on the Delete button ().
Note: If you do not have the rights required to delete data, the button is disabled.

Your administrator may have configured your interface, so that the Delete option is available from the context menu, and not using a button.

If records are deleted on a station that communicates with other stations, the record is only marked for deletion (DelCd field) and is only actually deleted from the local database once the deletion has been communicated to all other stations. Until the record has been finally deleted, select Data > Display Deleted Records to display those records marked as deleted, see Communicating Deleted Records in the Aurea.CRM win Administrator Guide.

Deleting a Company and Person in Company

To delete a company and a person:

  1. Click the Delete button ().
  2. The system prompts you to confirm that the person should be deleted. Confirm with Yes.The system prompts you to confirm that the company should also be deleted.
  3. Confirm with Yes if you want to delete the company, or select No.
Note: If a company or person is deleted, all complementary information relating to the company, persons etc. is also deleted.