How can I delete a linked record?

Last Revised:    Written by Veloxity CRM    Time Estimate: About 1 minute to read. Veloxity 2.0


Step-by-step guide

To delete a Linked Record, click the X to the right of the Linked Record you want to delete.

Deleting a Linked Record does not delete the record from the system. Delete will remove the link to the data record from the current record view.

Sales Quotes are an exception. Deleting a Sales Quote will delete the quote from the system.

You are looking at a screenshot demonstrating how to Delete a Linked Record:

Figure 1. Delete a Linked Record. 

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