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? Can I create workflows for the Employees module?
How do I delete an employee record?
Table of Contents
Follow these steps to delete an employee record:
- Log in to your CRM account.
- Click the Main Menu.
- Go to Service Desk.
- Select Employees.
- Select and open an employee record.
- Click the More icon on the top-right corner.
- Click the Delete icon.
- Click Yes to confirm the deletion.
- Only Admin users can delete employee records.
- Deleted records can be retrieved by going to Main Menu > Tools > Recycle Bin.
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