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:
- On the Navigation Menu in the desktop application, click .
- Open the record that you want to delete.
- Click Delete.
- In response to the confirmation message, click Yes.
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