Delete an Employee
To remove an employee from Deltek CRM, go to the Employees & Users area in the Configuration workspace.
If the employee is associated with any opportunities or related records, a message displays to notify you. You can still delete the employee, but you may instead want to change his or her status to Inactive or Terminated, rather than deleting, to preserve those associations. If you delete the employee, those historical associations are also removed.
When you delete an employee who is set up as a Deltek CRM user, the employee's user name and related security information are deleted also.
To delete an employee, complete the following steps:
-
In the Configuration workspace, click
on the left edge of the
Deltek CRM page to go to the Employees & Users area.
-
Locate the employee in the grid.
If the list of employees is long, type one or more characters from the employee name, or from other employee data such as their email address, in the search field above FULL NAME. That filters the list so that it only includes employees who match your search.
-
Hover over the employee's row in the grid and click
at the end of the row.
- When a confirmation message displays, click Delete to complete the deletion.