Modifying and Deleting Classes

At any time you can edit an existing class. Any change you make overwrites historical transactions. For example, if you change the name of the class NorthEast to North East, all historical transactions for that class appear as North East.

You can delete a class only if there are no dependent transactions. If there are any historical transactions, you cannot delete the class.

To modify a class record:

1. Go to Setup > Company > Classifications > Classes.

2. Click Edit to the left of the class you want to modify.

3. On the Class page, modify the class as needed.

4. Click Save.

To delete a class record:

1. Go to Setup > Company > Classifications > Classes.

2. Click Edit to the left of the class you want to delete.

3. On the Class page, in the Actions menu, click Delete.

4. Click OK to confirm the deletion.

Related Topics

• Departments and Classes Overview
• Creating Classes
• Restricting Access to Records by Class
• Creating Departments
• Modifying and Deleting Departments
• Restricting Access to Records by Department
• Converting Classes to Departments
• Converting Classes to Locations
• Custom Segments Overview

General Notices