Siebel Fundamentals > Common Record Tasks >

Deleting Records

You can delete a record by using the Delete button, the menu button in a list or form, the application-level menu, or the appropriate keyboard shortcut. For more information about keyboard shortcuts, see Using Keyboard Shortcuts.

Employee records are end-dated but not deleted in order to preserve historical information. For example, if an employee creates 100 records and later leaves the organization, the system does not delete those records.

NOTE:  When a parent record is deleted, explicitly or using a merge, the primary ID fields are not immediately updated. For performance reasons, the primary ID fields are updated only when the parent record is required, and a refresh of the screen is performed.

To delete a record using the Delete button

1. Select the record you want to delete.

   In a list, the selected record is highlighted, and a blue border appears around the list or the form that contains the selected record.

2. Click Delete.

   A dialog box appears, asking you to confirm the deletion.

3. Click OK to delete the record.

To delete a record using the menu button

1. Select the record you want to delete.

   In a list, the selected record is highlighted, and a blue border appears around the list or the form that contains the selected record.

2. Click the menu button, and then click Delete Record.

   A dialog box appears, asking you to confirm the deletion.

3. Click OK to delete the record.

To delete a record using the application-level menu

1. Select the record you want to delete.

   In a list, the selected record is highlighted, and a blue border appears around the list or the form that contains the selected record.

2. From the application-level menu, choose Edit > Delete Record.

   A dialog box appears, asking you to confirm the deletion.

3. Click OK to delete the record.