Delete an Enquiry

If you are a system administrator, you can delete an enquiry if it is no longer valid. You cannot delete an enquiry if it has associated documents, actions, or financial information - you must first dissociate or remove these items. You also cannot delete an enquiry if it has one or more child enquiries linked to it. In this case, you must either delete the child enquiries, or link them to other enquiries.

To delete an enquiry:

  1. Navigate to the enquiry.
    You can search for enquiries using the Search Enquiries link in the Activity Zone. Enquiries that you are linked to also appear on the History tab in your contact record, and in the Enquiries dashpart in the Personal Zone.
  2. Click .
  3. Click OK to confirm.