Deleting company or person records

1. Find and open the company or person you want to delete.
2. From the Summary page, click Delete, then Confirm Delete.

If your profile doesn't allow you to delete company or person records, you can either:

• Ask your administrator to give you the rights to merge Company and Person records.
• Set the company status to inactive. Your system administrator can also add a status field to the Person Summary page.
  1. Open the Company Summary page.
  2. Click Change.
  3. Select Inactive from Status.
  4. Click Save.