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To delete a Call activity

You can delete a call activity record that displays on the Calls tab provided your administrator has assigned you the appropriate permissions.

  1. From Customers, select Manage customers to open the Customer Portfolio.
  2. Find a customer's record.
  3. Select the Calls tab.
  4. Select the call activity record you want to delete.
  5. Press the Delete key on the keyboard.
  6. Click Save.

    Note: If you select the Calls tab and it does not contain any records, pressing the Delete key will have no effect.

See Also

Managing Call Activities

Manage customers window - Calls tab

To enter a Call activity

To view a Call activity

To edit a Call activity


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