How to - Delete an activity

Deleting an activity requires the correct permissions if you do not see the delete option talk to your organisations Recordbase superuser to delete the activity.

How to delete an activity

Remember to note down any activity details if you are going to re-enter the activity later

1. Select the client you want to delete the activity for.

2. Select Activities and then View for the activity you want to delete.

mceclip0.png

3. Select Edit and then scroll down to the bottom of the activity.

mceclip2.png

4. Select Delete.

mceclip1.png