Previous Topic

Next Topic

To delete an existing relationship

You can delete relationship records that display on the Relationships tab, provided your administrator has assigned you the appropriate authorization level.

  1. Select Customers.
  2. Click the lookup icon to open a contact's record in the Manage customers window.
  3. Select the Relationships tab.
  4. Double-click on the relationship you want to delete to open the Relationship Detail window for that relationship.
  5. On the Relationship Detail window, click Delete. A message displays asking you to confirm the deletion.
  6. Click Yes to have the record deleted from the tab and the database or click No to cancel the deletion.

    Note: You can also delete a record by pressing the Delete key on the keyboard.

See Also

Managing Relationship Activity Records

Manage customers window - Relationships tab

To add a relationship to a customer record

To view an existing relationship

To edit an existing relationship


ASI logo 10.6 Production Release. Updated 2/23/2006 11:32:21 AM
© Copyright by Advanced Solutions International, Inc. All rights reserved.