Delete Records in iPhone

Delete Records in iPhone

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, Vendors, Products, Tasks, Events or Calls module from your iPhone.

To delete a record

  1. Go to the Leads, Accounts, Contacts, Potentials, Cases, Vendors, Products, Tasks, Events or Calls module.
    The records in Contacts, Leads, and Accounts modules are listed in alphabetical order.
  2. Tap the record that you want to delete.
  3. In the Record Details page, tap the Delete icon.
  4. Tap Delete. The record will be deleted.