Help topics

Deleting records

  1. Click Projects in the side menu.
  2. Click View next to the project row
  3. Click the Trash icon next to the record.
  4. Click Confirm deletion.

Records can only be deleted by users with permission. You can change permissions in Settings > Project settings. Permissions are granted by user roles.

Warning: Deleting a record will completely remove the record, notes, history, any call backs and appointments.

iMakeCalls<noreply@imakecalls.com>10:56
to louise
10:56 AM (1 hour ago)

   

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