Deleting Records

You can delete a record by using Delete (the trash can icon), Menu (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.

To delete a record 

1. Do one of the following:

   • Select the record you want to delete, and then click Delete (the trash can icon).

   • Select the record you want to delete, click Menu (the cogwheel icon), and then click Delete Record.

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

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

2. Click OK to delete the record.