Edit or delete Company records
Edit a Company
- Click the Companies panel on the left hand side bar
- Select the Company you wish to edit
- Click the Edit button on the ‘Company details’ box
- In the dialog box that opens up you can change the name, address and contact details of the Company record
- Once you’ve made the necessary changes click the Update button to save them
Deleting a Company record
There are two ways to delete a single Company record, the first is to delete it from within the Company record itself that you wish to delete and the second is to select it from your entire list of Company records, we will go through both methods.
From inside the Company record
- Click on the Companies panel in the left hand side bar
- Select the Company you wish to delete
- Then click the Delete on the ‘Company details’ box
- A warning box should appear asking you to confirm the deletion, if you wish to proceed then click the blue ‘OK’ button and the Company record will be deleted
Note: You may not be able to delete a Company if it has dependencies such as Contact and Opportunity records associated with it, you may need to remove those first before deleting the Company itself.
From the Company records list
The advantage of doing the deletion from the Company records list is that you can delete multiple records at the same time instead of just one record at a time.
- Click on the Companies panel in the left hand side bar
- To select the Company record(s) click on the check box next to the relevant record(s)
- Once you’ve made your selection click on the Manage selected button
- A drop-down menu should appear and you should select ‘Delete selected records’
- A warning box will appear asking you to confirm the deletion
- The records you selected should now be permanently deleted
