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Deleting multiple accounts

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  • Deleting multiple accounts

    Is there a way to delete mulitple contacts or accounts at one time?

  • #2
    Yes, but you cannot delete an Account if it has been used on a Quote, SO, etc. Here's how:
    1. Create Account Group to be used exclusively for deleting Accounts (I call mine Killem).
    2 Assign the Accounts to be removed to this group, either manually or by using the Account List View 'Change Group, Profile or SIC Assignments' icon.
    3. Go to the Group Explorer, open the group you created, and you'll see a list of the Accounts in this group.
    4. At the top open Members, then Delete Members. Read the warning and click YES.

    The system will cycle through all of the Accounts in the Group, deleting those that it can. This may take a while. . . . .
    Last edited by Bob Williams; 07-16-2014, 09:58 AM. Reason: spealling

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    • #3
      I also merge them, because some have more information than others and I'd hate to delete history.

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