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To delete an activity task

  1. From Customers, select View activity tasks to open the View activity tasks window.
  2. Enable All at the bottom of the window to view all of your activity tasks.
  3. Highlight the task you want to delete.
  4. Click Delete. A system message prompts you to verify the deletion of the task.

    Note: Deleting a task activity removes the task follow-up activity; however, it does not remove the activity record from the customer's activity history.

  5. Click Yes to remove the task.

See Also

Managing Your Activity Tasks

View activity tasks window

To view activity tasks

To edit an activity task

To print an activity task

To assign an activity task


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