Delete Records in Ipad
Occasionally, you may need to remove some of the unnecessary records from Zoho CRM, for a better organization of data. You can do so by deleting the records for Leads, Accounts, Contacts, Potentials, Cases, Tasks, Events or Calls module from your iPad.
To delete a record
- Tap the Leads, Accounts, Contacts, Potentials, Cases, Vendors, Products, Tasks, Events or Calls module.
All the records in the selected module will be listed. - Tap the record that you want to delete.
- In the Record Details page, tap the More Options icon.
- Tap Delete [Record].
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