Deleting a Company/Owner

Top  Previous  Next

Deleting a Company/Owner

Top Previous Next

Deleting a company or an owner is quite simple. You either select the company or owner in your list, and then hit the 'Delete' button that is in the 'Edit Company' frame (if you're deleting the company) or otherwise the 'Delete' button in the 'Edit Owner' frame.

 

Show me the exact steps necessary to:

    1. Delete a Company

    2. Delete an Owner

    3. Delete all Owners & all Companies

 

Section A: Delete A Company

 

1Select the name of the company you wish to remove in the 'Company's List (See Fig 1A).

 

    (Fig 1A)

    screen_deletecompany_1_selectcompany

2Click the 'Delete' button in the 'Edit Company's Frame (See Fig 2A).

 

    (Fig 2A)

    screen_deletecompany_2_delete

 

3A Dialog will come up asking you if you really wish to remove the company (See Fig 3A). Click 'Yes' if you do. The Company's name will be removed from the list of companies on the left.

 

    (Fig 3A)

    screen_deletecompany_3_confirmdialog

 

 

Section B: Delete An Owner

 

    Note: By deleting the owner itself from the list, the company name still remains. To delete both, follow the steps in Section A.

 

1First, select the name of the company to which the owner belongs. Then select the name of the Owner you wish to remove in the 'Owner's List (See Fig 1A, below).

 

    (Fig 1A)

    screen_deleteowner_1_selectowner

2Click the 'Delete' button in the 'Edit Owner's Frame (See Fig 2A, below).

 

    (Fig 2A)

    screen_deleteowner_2_delete

3A dialog will come up asking you if you really wish to remove the owner (See Fig 3A, below). Click 'Yes' if you do. The Owner's name will be removed from the list of owners on the left.

 

    (Fig 3A)

    screen_deleteowner_3_confirmdelete

 

 

Section A: Delete All Owners & All Companies

 

1On the 'Client Data' form, simply click the 'Clear List' button (See Fig 1A, below).

 

    (Fig 1A)

    screen_deleteall_1_menubar

2A dialog will come up asking you if you really wish to 'Remove All Owners & All Companies' (See Fig 2A, below)! If you click 'Yes' it will remove all the companies and all the owners from your list.

 

    (Fig 2A)

    screen_deleteall_2_confirmdialog