Delete Organizations (CRM Only)

If you only have the CRM module, you can delete an organization if it is not associated with any employees, projects, or generic resources in the database.

The procedure below applies if your only activated module is CRM. If you have CRM Plus or any other modules, you set up and add organizations in the desktop application.

To delete an organization:

  1. In the Navigation pane, select Settings > General > Organization.
  2. In the grid at the bottom of the Organization form, locate the organization that you want to delete and click at the end of the row.