Difference between revisions of "Delete Records"
From AgileApps Support Wiki
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#Review the list of records to be deleted; Optionally, modify the list with the Lookup [[Image:lookupicon.gif|link=]] or the Delete [[image:deleteicon.gif|link=]] icons | #Review the list of records to be deleted; Optionally, modify the list with the Lookup [[Image:lookupicon.gif|link=]] or the Delete [[image:deleteicon.gif|link=]] icons | ||
#Click '''[Delete]''', and confirm your action<br>The selected records are moved to the [[Recycle Bin]] | #Click '''[Delete]''', and confirm your action<br>The selected records are moved to the [[Recycle Bin]] | ||
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To delete multiple records at one time, see: [[Mass Delete Data]] | To delete multiple records at one time, see: [[Mass Delete Data]] | ||
Revision as of 20:25, 14 August 2013
When data in a record is no longer needed, the record can be deleted. The record and any Related Records (records with a Lookup field that points to it) are moved to the Recycle Bin, where they are held for 30 days.
- Users with Delete permission enabled in Access to Records Owned by Others Within the Team can delete records
- Users with Delete permission enabled in Record Access Permissions can delete records
Delete a Single Record
- Click the tab containing the record you want to delete
- Select a record to open it.
- In the sidebar, click Actions.
- Click Delete
The record is moved to the Recycle Bin.
Delete Multiple Records
To delete multiple records at one time, see: Mass Delete Data