Delete a Firm Setup - Proposal Record

If you no longer need a Firm Setup - Proposal record, you can delete it.

Warning: When you delete a Firm Setup - Proposal record, the deletion cannot be undone. Verify that you no longer need the record before you delete it from the database.

To delete a Firm Setup - Proposal record:

  1. On the Navigation Menu in the desktop application, click Settings > Organization > Proposal Firms.
  2. Open the record that you want to delete.
  3. Click Delete.
  4. In response to the confirmation message, click Yes.