Delete a Record
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Records > Delete > Delete a Record

This help tutorial describes how to Delete a Record from a Module. When a record is deleted, it is considered inactive and will reside in the recycle bin.

    To Delete a Record:

  1. Click on the Module (Icon) that you want to delete the record from.

  2. Click on the record that you want to delete.

  3. This will bring up the Detail of the Record. Click on Delete.

  4. You will receive a confirmation message asking if you want to delete the record. Click on OK.

  5. The record has now been deleted successfully, and resides in your Recycle Bin.

  6. An alternative method of deleting records is to check the box next to a record in a view then select Delete from the drop down menu above.