Delete Record

From AgileApps Support Wiki
Revision as of 18:09, 16 October 2012 by imported>Aeric (Text replace - 'Access Permission to Records Owned by Others Within the Team' to 'Access to Records Owned by Others Within the Team')

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When data in a record is no longer needed, it can be deleted. Consider Mass Operations to delete multiple records (more records than is typically displayed on a page View).

Delete a Record

  1. In any application, click the tab containing the record you want to delete
  2. Select a record and open it
  3. Click the [Delete] button
The deleted record will be moved to the Recycle Bin

Delete Selected Records

To delete selected records:

  1. Click the checkbox Checkboxicon.gif for the records you want to transfer
  2. Click the More Actions button and choose Delete
  3. Review the list of records to be deleted; Optionally, modify the list with the Lookup Lookupicon.gif or the Delete Deleteicon.gif icons
  4. Click the [Delete] button, and confirm your action
The deleted records will be moved to the Recycle Bin

For large, batch update operations, see: Offline Processing for Batches of 2500 Records or More