How to Delete Contact Center Local CRM Data
Objective
Deleting Contact Center Local CRM Data
Applies To
- Contact Center
- Local CRM
Requirements
- Make sure that you have the "Delete" option enabled for your user from Contact Center Configuration Manager by editing the user in questions and checking under "CRM & Tab Permissions".
Procedure
Before deleting CRM data, please note that :
- Deleting a customer record permanently removes the customer information as well as all associated cases, follow-ups, and attachments.
- Deleting a case record permanently removes the case information as well as all associated follow-ups and attachments.
- You cannot restore any portion of deleted CRM records.
- Log in to the Agent Console
- From the three CRM tabs (Customers, Cases, Tasks), select the object you wish to delete the data from. Based on your permissions, you can delete customers, cases or tasks.
- Click Delete next to the CRM record to delete records individually. You will be prompted to confirm. / Click Basic or Advanced Search to search and retrieve the data records you wish to delete.
- From the list, select desired records and click Delete Selected. ( A message indicates the number of records selected for deletion and warns that all data associated with the records will be deleted as well. )
- Click Ok to proceed.
- To delete all records:
- Click Delete All.
You are prompted to enter your password to prevent accidental deletion. - At the prompt, enter your password to log in to Agent Console.
- Click Delete Now.
- Click Delete All.
Additional Information
Keep in mind that if you do not have the proper privileges assigned, the option to delete the selected objects will not be presented.