CRM Phase 1 - Flipbook - Page 104
Marking a
Company Record
for Deletion
Refer to process 02.001.01 L1
Searching for CRM Records
Select the
required Company
record
Click on Edit
Are there any links to
Customers?
YES
Refer to process
02.002.04 L1
Detaching
Customers from
Company Records
NO
Select the Company
tab and within the
Status field select X for
DELETE COMPANY
RECORD
Select the Additional
details tab and within
the Status field select X
for Marked for deletion
Click on Save
Marking a Company Record for Deletion
02.007.03 L1 Revision 8.35 18/05/07
Page 104 of 115
