This article steps you through the process of how to delete a record.
To start, open the record file to be deleted, then follow the below steps:
1. From the record "Details" tab, click on the "Edit" button. (1)
2. In the ''Status'' drop-down list, select "Deleted". (2)
3. Click the "Update" button.
Please note: although the record is no longer accessible within your account, all deleted records are stored while an account is an account.
If you wish to archive a record, choose one of the other relevant statuses. Visit this article for more information: How to archive a record (employee, contractor, etc).