Batch Deletes Utility
Use the Batch Deletes utility to delete multiple Info Center records, both standard and user-defined.
You can also use the Batch Deletes utility for custom, SF254, SF255, and SF330 proposals.
- If you delete an Info Center record, Vision also removes its references to other Info Center tables.
- If you delete a project, phase, or task, Vision deletes related Billing Terms records. Vision also verifies that the record is not referenced as an intercompany project, phase, or task, for unrealized and realized gains and losses, before deleting the record.
- You can also use this utility to mark multiple records as "inactive." This option only applies to Info Center records.
You can run the utility right away or schedule it to run at a later time.
Discontinued Use of CRM Module
When your firm discontinues the use of the CRM module, you can use the batch delete utility to delete following CRM records:
- Opportunities
- Text Libraries
- Leads
- Marketing Campaigns
Deleting CRM records can help remove unnecessary records when you prepare for data migration.