Delete Command

The Delete Command allows you to delete an account or contact from the database.

Note: You may delete an account or a contact once you have removed any associated scheduled activities. You cannot delete an account or a contact once it has a completed activity associated with it.

To access the Delete command select Account from the Account Summary Menubar or Contact from the Contact Summary Menubar, then Delete from the pull-down list. You may also Delete by holding down the Control and D keys at the same time (Ctrl-D) with an Account Summary window open, or by holding down Control and R (Ctrl-R) with a Contact Summary window open.

When the Please Confirm dialog appears press Yes.

Another Please Confirm dialog will appear. Select Yes and the process is done.

Note: If the following dialog appears the Account or Contact has related activities or relationships still attached. You may not delete an account or contact that has completed activities. You may transfer account information to merge two duplicate accounts in order to delete one of the accounts ( see Account Transfer ), or you may transfer contact information to merge two duplicate contacts (see Transfer Contact Relationships).