Launch of Sage CRM 2018 R2 has come up with the new feature known as “Mass Delete” against Groups. You all must be aware of “Mass Update” and “Update Territory” functionality available against Group through which we can update specific data and territory of all records present against group respectively. In our previous blog, we have mentioned the configuration setting to avail this functionality against group. Refer below blog link for the same.
Related Post: Allow Mass Update against Group in Sage CRM 2018 R2 onwards
Mass Delete feature will be available for the groups created for Person and Lead entity only. Using this feature you can delete the Documents and Communications from the records in a group.
Below are the steps to be followed to perform Mass Delete.
1. Login to My CRM.
2. Go to My CRM -> Groups -> Click on the Group Name hyperlink against which Mass Delete needs to be performed and click on “Mass Delete” button as shown in below screenshot.
3. As soon as Mass Delete button is clicked, below screen will get displayed. Check the check boxes against items to delete and click on Delete button.
4. Finally user will get Confirmation window and on click of OK button, Mass Delete operation will get executed.
5. After this a Confirmation Page is displayed, which shows the no. of records deleted.
In this way, you can perform Mass Delete operation for Lead entity also.
About Us
Greytrix a globally recognized Premier Sage Gold Development Partner is a one stop solution provider for Sage ERP and Sage CRM needs. Being recognized and rewarded for multi-man years of experience, we bring complete end-to-end assistance for your technical consultations, product customizations, data migration, system integrations, third party add-on development and implementation expertise.
Greytrix has some unique integration solutions for Sage CRM with Sage ERPs (Sage Enterprise Management (Sage X3), Sage Intacct, Sage 100, Sage 500 and Sage 300).We also offer best-in-class Sage ERP and Sage CRM customization and development services to Business Partners, End Users and Sage PSG worldwide. Greytrix helps in migrating of Sage CRM from Salesforce | ACT! | SalesLogix | Goldmine | Sugar CRM | Maximizer. Our Sage CRM Product Suite includes Greytrix Business Manager, Sage CRM Project Manager, Sage CRM Resource Planner, Sage CRM Contract Manager, Sage CRM Event Manager, Sage CRM Budget Planner, Gmail Integration, Sage CRM Mobile Service Signature and Sage CRM CTI Framework.
Greytrix is a recognized Sage Rockstar ISV Partner for GUMU™ Sage Enterprise Management – Sage CRM integration also listed on Sage Marketplace.
For more information on our integration solutions, please contact us at sage@greytrix.com. We will be glad to assist you.