It makes sense now. Thank you.
--- On Tue, 7/22/08, Charlie Smith <CSmith@...> wrote:
From: Charlie Smith <CSmith@...>
Subject: RE: [Vantage] Customer Deletion Error
To: vantage@yahoogroups.com
Date: Tuesday, July 22, 2008, 10:40 AM
Because the CRM call is a transaction and not any type of master record,
the only way to delete the record is through a direct database delete
(outside of the application) . Once done you should be able to remove the
task from the customer and then delete the customer.
To save al that effort, why not just 'No Contact' the customer to remove
them from the lists. They will still be in the database but won't show
on search lists unless the no contact checkbox is checked.
Charlie Smith
Smith Business Services / 2W Technologies LLC
www.vistaconsultant .com <http://www.vistacon sultant.com/> /
www.2WTech.com
From: vantage@yahoogroups .com [mailto:vantage@yahoogroups .com] On Behalf
Of empedole
Sent: Tuesday, July 22, 2008 11:06 AM
To: vantage@yahoogroups .com
Subject: [Vantage] Customer Deletion Error
We have a customer that we want to delete the record of it. But
customer has a task assigned and has a CRM call. In order to delete
the record we have to delete the task and that CRM call assigned to
the customer. Anyone know how to delete the record along with the task
and CRM call?
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