PCSR - Deleting unused Person records
Article ID
kba-03831
Article Name
PCSR - Deleting unused Person records
Created Date
10th February 2023
Product
Problem
How to delete unused Person records
Resolution
In the All Person records screen, accessed from the Actions panel, any Persons that have no associated companies will be marked with a red dot. These records may be deleted individually or in bulk.
To delete individually:
1. Highlight the relevant person and press Delete
2. Select OK to confirm
To delete in bulk:
1. Select the option Delete unused Person records from the Maintenance panel
2. Enter the Master password if prompted and select OK
3. A message will appear identifying the total number of records and the number of unused records, with a warning this process cannot be reversed, click Yes to proceed when ready
4. A message will appear confirming the number of records deleted
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