Delete Documents and Communications from Records in a Group

By | January 19, 2019

Launch of Sage CRM 2018 R2 has come up with the new feature known as “Mass Delete” against Groups. You all must be aware of “Mass Update” and “Update Territory” functionality available against Group through which we can update specific data and territory of all records present against group respectively. In our previous blog, we have mentioned the configuration setting to avail this functionality against group. Refer below blog link for the same.

Related Post: Allow Mass Update against Group in Sage CRM 2018 R2 onwards

Mass Delete feature will be available for the groups created for Person and Lead entity only. Using this feature you can delete the Documents and Communications from the records in a group.

Below are the steps to be followed to perform Mass Delete.

1. Login to My CRM.
2. Go to My CRM -> Groups -> Click on the Group Name hyperlink against which Mass Delete needs to be performed and click on “Mass Delete” button as shown in below screenshot.

3. As soon as Mass Delete button is clicked, below screen will get displayed. Check the check boxes against items to delete and click on Delete button.

4. Finally user will get Confirmation window and on click of OK button, Mass Delete operation will get executed.

5. After this a Confirmation Page is displayed, which shows the no. of records deleted.

In this way, you can perform Mass Delete operation for Lead entity also.

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