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To delete a multi-instance user-defined record

  1. From Customers, select Manage customers to open the Manage customers window.
  2. Open the customer's record.
  3. Select the window tab containing the record you want to delete and use one of the following methods:
    • Select the entire row in a tab and press the Delete key on your keyboard. If you select this method, the entire row of data is deleted from the tab from which you are performing the delete, as well as any other customer window tab that contain those fields.
    • Select the data in a field and press the Delete key on your keyboard. If you select this method, only the data from the field you select is deleted from the tab from which you are performing the delete, as well as any other custom window tab using the field.
  4. Place your cursor in the field containing the data to be deleted. A drop-down list will display.
  5. Expand the drop-down list, and select an empty (blank) value from the bottom of the list. Repeat this step for each field in the record that you want to delete.
  6. Click Save.

    Note: When deleting data from multi-instance, custom window tabs, a data row is not permanently removed from the database until all the fields for the multi-instance table are deleted, either by selecting and deleting an entire row or blanking data from a field.

See Also

Entering User-Defined (Custom) Data

To enter single-instance user-defined information

To enter multi-instance user-defined information

To edit a multi-instance user-defined record

To view a multi-instance user-defined record


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