Deleting and Restoring an Account

See Also

Permissions Required

Delete/Undelete Account - To delete, and restore Accounts.

When you delete an Account, the Account is moved to the Trash Can. You can retrieve the Account by restoring it.

To Delete an Account

1.  From the Home Workspace, select Accounts from the Object Selector.

- OR -

Go to any Account-based Workspace.

2.  Using the Teams, Users, or the Search tab, find the Account item from the Table View.

3.  Select the Account to delete.

4.  From the Account menu, select Delete.

- OR -

Click .

5.  A message prompts you to confirm if Opportunities and Orders related to this Account can also be deleted. Click the appropriate option.

If you click Yes, all Opportunities and Orders linked to this Account are deleted. However, Interactions and Contacts associated with the Opportunities and Orders are not deleted.

The Object is moved to the Trash Can Workspace.

Note  To delete an Account from the Account window, select Delete Account from the Account menu.

 

Tip •   You can delete multiple Accounts. To select adjacent Accounts, click the first item, hold down the SHIFT key, and click the last item. For random selections, click the first item, hold down the CTRL key, and click the other items. •   When you delete an Account, Talisma prompts you to indicate whether you want to delete Related Object items. If you choose to delete the items, the related Orders, and Opportunities will be deleted. If you choose not to delete the items, the related Orders, and Opportunities will be retained. However, they will no longer be associated with the deleted Account. The deletion of other Object items related to the Account depends on the option selected in the Relationship Options page in Talisma Business Administrator. For more information about deleting or retaining related Object items when you delete an Account, your administrator must see Talisma Business Administrator Help.

To Restore an Account

1.  From the Home Workspace, select Trash Can from the GoTo menu. The Trash Can Workspace is displayed.

2.  From the Object Selector, select Accounts.

3.  Select the Account to restore in the Table View.

4.  From the Edit menu, select Undelete.

- OR -

Click .

- OR -

From the shortcut menu, select Undelete.

The Account is restored. However, related Opportunities and Orders are not restored.

Tip You can restore multiple Accounts. To select adjacent Accounts, click the first item, hold down the SHIFT key, and click the last item. For random selections, click the first item, hold down the CTRL key, and click the other items.