Delete a Firm Setup - Proposal Record
If you no longer need a Firm Setup - Proposal record, you can delete it.
Warning: When you delete a Firm Setup - Proposal record, the deletion cannot be undone. Verify that you no longer need the record before you delete it from the database.
To delete a Firm Setup - Proposal record, complete the following steps:
- From the Vision Navigation Menu, click .
- Open the record that you want to delete.
- Click Delete. Vision asks you to confirm your deletion.
- Click Yes.