Language:


HansaManuals Home   >> Standard ERP   >> CRM   >> مدیریت مشتریان  

Previous   Next               Entire Chapter in Printable Form               Search  

This text refers to program version 8.4  

Deleting a Contact

You can only delete a Contact if you have not used it in any transaction (e.g. in a Sales or Purchase Order or Invoice). Follow these steps:
  1. Open the Contact register as described here.

  2. In the 'Contacts: Browse' window, find the Contact you want to remove and open it by double-clicking (Windows/Mac OS X) or tapping (iOS/Android).

  3. Select 'Delete' from the Record menu (which has a 'cog' icon if you are using iOS or Android).

    The Item will be deleted, and the window will now show the preceding Contact.

  4. Close the window using the close box (Windows/Mac OS X) or by tapping < (iOS/Android).

!

You cannot undo the deletion of a Contact record.


When you use the 'Delete' command, you will usually not be asked if you are sure you want to go ahead with the deletion. If you would like such a warning to appear, select the Prompt When Deleting option in the Local Machine setting in the User Settings module. In a multi-user system, you will need to choose this option separately on each client machine.

You can prevent certain users from deleting records using Access Groups (by denying access to the 'Delete Records' and/or 'Deleting Records from Shared Registers' Actions).

You cannot delete a Contact if you have used it in any transaction. If you want to prevent such a Contact from being used in the future, open it in a record window and tick the Closed box.

---

The Contact register in Standard ERP:

Go back to:

Previous   Next   Top            Entire Chapter in Printable Form