This function allows you to delete all or part of the data in the currently selected Area.

An individual Account can be deleted by opening the Account Detail screen then using Menu option, File > Delete.

Go to the Account list by clicking the 'Reload Area' (

) option down in the bottom left corner of the screen.

Use the Filter and Search functions to select the list of accounts that you want to Delete from this Area.

Click the Assign button on the Menu bar on the left:

1. Select the option of ‘All Accounts in current filter’, ‘Selected Accounts’ or ‘Number of Accounts’ as required.

2. Select 'Action to perform' as Delete Accounts.

3. Select whether you want to delete the Accounts and Contacts or just the Contacts from the last drop down list.

4. Check the Confirm delete box before continuing.

Click the Apply button:

This will then Delete the selected Accounts from the list.

It is often wise to ensure the Quick Backup is checked as this will store a backup of the data before the assign. Please be aware that each assign with Quick Backup checked, by any User working in the same Area, will overwrite the previous Quick Backup stored so it is good practice to check your data after each assign.

If you are deleting Accounts for privacy reasons then a quick backup will not be taken. For more information on deleting Accounts for privacy reasons, click here.