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, complete the following steps:

1. From the Vision Navigation Menu, click Configuration > Organization > Firm Setup - Proposals.
2. Open the record that you want to delete.
3. Click Delete. Vision asks you to confirm your deletion.
4. Click Yes.