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.
    • Related Articles

    • Edit Records in iPhone

      You can edit the Zoho CRM record from your iPhone To edit a record 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 ...
    • Create Records in iPhone

      You can create leads, accounts, contacts, potentials, cases, vendors, products, tasks, events and calls from your iPhone. To create a record Go to the Leads, Accounts, Contacts, Potentials, Cases, Vendors, Products, Tasks, Events or Calls module. The ...
    • 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 ...
    • Delete Records using Android

      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 in Leads, Accounts, Contacts, Potentials, Cases, Tasks, Events, Calls, Products or Quotes ...
    • How can I delete the records that I imported recently?

      The Rollback option permanently deletes the data that you import to your CRM account so that you can import the data again. This is useful in cases when the data is not imported properly and you prefer to import the same data again.   To delete ...