Multi-Deleting Companies/Contacts |
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Multi-Deleting Companies/Contacts |
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Multi-Deleting Companies/Contacts
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Multi-Deleting Companies/Contacts |
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Multi-Deleting Companies/Contacts |
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| 1. | Click on the Company/Contact button to open the Company/Contact screen. |
| 2. | Choose the Company List View or Contact List View. |
| 3. | You can delete selected companies/contacts or all of the companies/contacts you see in the selection grid. |
| a. | Select multiple companies/contacts by holding down the Ctrl key and clicking on the desired companies/contacts (a red dot will appear in the far left column of each selected record, and an arrow will appear next to the last-selected record). |
| b. | You can also limit the number of companies/contacts you see in the selection grid by setting a filter. Refer to Introduction: Common Function, Setting a Filter for more information about filtering. |
| c. | If you intend to delete all companies/contacts, you do not have to select or filter the records. |
| 4. | Click the Detail Options button to the right and select Multi-Delete. NOTE: If you multi-select companies/contacts and just click the normal Delete button, you will only delete the last-selected record. Make sure you use Detail Options | Multi-Delete. |
| 5. | The Companies or Contacts Multi-Delete dialog box will appear. Choose whether you want to delete Selected Companies or Contacts or All (Filtered) Companies or Contacts and click OK. “All (Filtered)” refers to all of the records visible in the selection grid. Therefore, if you set a filter so that only fifty of one hundred contacts are visible, those fifty represent “All” for the purpose of multi-deleting. |
| 6. | In the Confirm dialog, click Yes to confirm the deletion or No if you changed your mind. |