Empower iEnterprise CRM records are all associated to an account. When an Account needs to be deleted, the system will check for associated records and in many cases will not allow the deletion.
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Follow the steps below to Delete an Account record.
Step | Action | Comment |
1. | Select Accounts from the Module Tabs. |  |
2. | Click on an account to open, then click Delete from the Action bar. | |
3. | Click Yes to Delete Confirmation prompt box to continue, otherwise, Cancel. | If there are associated records, the Warning page displays listing the details. |
4. | If there are associated records, delete them one by one. | There are also delete rules per module that the user needs to complete. |
5. | After all the associated records are deleted or closed, open the account again and click the Delete action. Click Yes to Delete Confirmation prompt box to continue. | The Account is removed from the list and any closed, completed records and logs will display the account name but it will not be clickable for information. |