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To delete an activity from the Activities-All tab

Note: You can delete activity records provided your administrator has assigned you the appropriate permissions. If you attempt to delete an activity record and you do not meet the requirements to delete an activity, a message displays informing you that you either do not have sufficient privileges or the activity type cannot be deleted. If you have a Customers authorization level of 2 or less, the Activities-All tab is read-only-only and a message is displayed if you attempt to delete an activity record.

  1. Open a customer's record in the Manage customers window.
  2. Select the Activities-All tab.
  3. Select the type of activity record you want to delete from the activity Type drop-down list.
  4. Select the activity record you want to delete.
  5. Press Delete on your keyboard.
  6. Click Save.

    Note: If no record on the Activities-All tab has the focus, pressing Delete will have no effect.

See Also

Managing Activity Records

Manage customers window - Activities-All tab

To enter an activity from the Activities-All tab

To view all activities

To edit an activity from the Activities-All tab


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