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Siebel CRM Fundamentals Guide
Siebel Innovation Pack 2016
E52425-01
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Deleting Records

You can delete a record by using the Trash Can icon, the Cogwheel icon in a list or form, and the application-level menu. Only one record can be deleted at a time.

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


Note:

When a parent record is deleted, explicitly or by 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.

Deleting Records Using the Trash Can Icon

You can delete a record using the Trash Can icon.

To delete a record using the Trash Can icon  

  1. Select the record you want to delete.

    In a list, the selected record is highlighted.

  2. Click the Trash Can icon.

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

  3. Click OK to delete the record.

Deleting Records Using the Cogwheel Icon

You can delete a record using the Cogwheel icon.

To delete a record using the Cogwheel icon  

  1. Select the record you want to delete.

    In a list, the selected record is highlighted.

  2. Click the Cogwheel icon, and then click Delete Record.

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

  3. Click OK to delete the record.

Deleting Records Using the Application-Level Menu

You can delete a record using the application-level menu.

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.

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

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

  3. Click OK to delete the record.