Deleting documents and communications in a group

You can delete documents and communications from Person and Lead records in a group. Note that in some cases Sage CRM deletes only links to documents or communications.

Your action

Result
You delete a document or communication for all of its associated Person and Lead records in Sage CRM.

Sage CRM does the following:

  • Permanently deletes the document.
  • Flags the communication as deleted. The communication is no longer visible to the users.

You delete a document or communication for some of its associated Person and Lead records in Sage CRM.

Sage CRM deletes only links to the document or communication from the records.

Sage CRM keeps the document or communication and links to other records associated with the document or communication.

To delete documents and communications in a group:

  1. Ensure mass operations are enabled. For details, see Enabling mass operations.
  2. Back up the database and ensure all users are logged out of Sage CRM. For details, see Locking the system.
  3. Click My CRM | Groups.
  4. Click the name of the group that includes the documents and communications you want to delete.
  5. To exclude Person or Lead records from the delete operation, select the Exclude check box next to the records.
  6. Click Mass Delete.
  7. In the dialog box that opens, select the check boxes next to the items you want to delete.

  8. Click Delete. If prompted, confirm that you want to delete the selected items.