Delete a Functional Group

You can delete a functional group if it is not assigned to a service profile.

To delete a functional group from the Functional Group grid, complete the following steps:

1. From the Ajera CRM Navigation menu, click Configuration > General > Fee Estimate Groups.
2. Click the Functional Group tab and select the row that contains the functional group that you want to delete.
3. On the grid toolbar, click Delete. You cannot delete a functional group after it is referenced on a fee estimate. However, you can disable a functional group if you do not want it to be available for selection in a service profile. When you click the Disabled check box, the functional group is removed from Fee Estimate Service Profiles but remains enabled for opportunities that previously included the functional group.
4. Click Save.