FAQs in this section
Where can I add information about my employees?
Who is an employee?
How do I add employee details?
What is a Portal employee?
What is the User field in Employees used for?
How do I access the Employees module?
How do I give my employee access to the employee portal?
How do my employees log in to the employee portal?

How do I delete an employee record?

Follow these steps to delete an employee record:

  1. Log in to your CRM account.
  2. Click the Main Menu.
  3. Go to Service Desk.
  4. Select Employees.
  5. Select and open an employee record.
  6. Click the More icon on the top-right corner.
  7. Click the Delete icon.
  8. Click Yes to confirm the deletion.
Note
  • Only Admin users can delete employee records.
  • Deleted records can be retrieved by going to Main Menu > Tools > Recycle Bin.
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