Edit, Delete & Archive Records - Contacts

Deskera CRM allows the user to edit, delete and Archive contact to efficiently convert business opportunities. This article focuses on the steps to be followed by the user to edit, delete and archive records.

Prerequisites:

1. Ensure you have your Deskera CRM application URL in place.

2. Ensure you are the administrator or authorised user on the CRM application.

3. Ensure a good internet connectivity.

Step 1: Go to Contacts under My Links on the CRM dashboardFig 5.4.2.1 CRM Dashboard

Step 2: Select the record to edit and click on Edit Record.Fig 5.4.2.2 Edit record

Step 3: Enter the necessary changes and Click on SubmitFig 5.4.2.3 Edit record

Step 4: Changes are reflected in the Contact list.Fig 5.4.2.4 Contacts

Delete Records

Step 1: Go to Contacts under My Links on the CRM dashboardFig 5.4.2.5 CRM dashboard

Step 2: Select the record to edit and click on Delete Record.Fig 5.4.2.6 Delete Record

Step 3: Click on OK to confirm Delete.Fig 5.4.2.7 Delete Record

Step 4: Contact record is deleted from the Lead list.Fig 5.4.2.8 Contact is Deleted

Archive Records

Step 1: Go to Contacts under My Links on the CRM dashboard.Fig 5.4.2.9 CRM Dashboard

Step 2: Select the record to archive and click on Archive – Add to Archive.Fig 5.4.2.10 Add Archive

Step 3: Click on Yes to confirm.Fig 5.4.2.11 Add to Archive

Step 4: Contact record appears in the Archived Contact list.Fig 5.4.2.12 Archive record displayed