How To: Delete a Task

  1. Open a Customer screen (show me how).
  2. Load the required customer record.
  3. Open the [ Detail | CRM | Tasks ] tab.
  4. Press Alt+E or click the green triangle icon is the buttonbar's EDIT button to enter edit mode.
  5. Focus on the task to be deleted from the grid.
  6. Click on the the DELETE ITEM button has an icon that shows two sheets of paper (identified by having the top right corner folded down), arranged diagonally on the icon from top left to bottom right and overlaid with a red cross. button (located to the top left of the grid) to delete the task.
  7. Press Ctrl+S or click the disk icon is the button bar's SAVE button to save the record.

See Also


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