Delete Information from a Grid

In most cases, when you delete information from a grid, you only remove it from the grid. You do not delete it from the Ajera CRM database.

If a deletion would remove a record from the database, Ajera CRM displays a prompt that requires you to confirm the deletion.

To delete a record from a grid, complete the following steps:

1. On the Info Center grid, click the row that you want to delete.
2. Click Delete on the grid toolbar.
3. Click Save.