Delete an Employee Record

When you delete an Info Center record, you permanently remove it from the Ajera CRM database. You cannot undo the deletion of an Info Center record. The basic procedure that you use to delete records is the same in all Info Centers.

When you delete an employee in the Employee Info Center, employee-related information is deleted in other areas of Ajera CRM:

• If the employee was entered in the Project Manager, Principal, and Supervisor fields in the Opportunity Info Center, the employee is removed from these fields.

To delete an Info Center record, complete the following steps:

1. From the Ajera CRM Navigation menu, click Info Center and select an Info Center.
2. On the Info Center form, select the record that you want to delete and click Delete.
3. On the confirmation dialog box, click Yes to delete the record from your database.

Alternative procedure: You can delete multiple records at one time. See Batch Deletes Utility for information.