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Siebel Customer Relationship Management
Innovation Pack 2016
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Deleting Records

You can delete a record by using the Trash Can icon, the Cogwheel icon in a list or form, and the application-level menu. Only one record can be deleted at a time.

Deleting Records Using the Trash Can Icon

You can delete a record using the Trash Can icon.

To delete a record using the Trash Can icon  

  1. Select the record you want to delete.

    In a list, the selected record is highlighted.

  2. Click the Trash Can icon.

    A dialog box appears, asking you to confirm the deletion.

  3. Click OK to delete the record.

Deleting Records Using the Cogwheel Icon

You can delete a record using the Cogwheel icon.

To delete a record using the Cogwheel icon  

  1. Select the record you want to delete.

    In a list, the selected record is highlighted.

  2. Click the Cogwheel icon, and then click Delete Record.

    A dialog box appears, asking you to confirm the deletion.

  3. Click OK to delete the record.

Deleting Records Using the Application-Level Menu

You can delete a record using the application-level menu.

To delete a record using the application-level menu  

  1. Select the record you want to delete.

    In a list, the selected record is highlighted.

  2. From the application-level menu, choose Edit, then Delete Record.

    A dialog box appears, asking you to confirm the deletion.

  3. Click OK to delete the record.