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CLH
New Member
Posts: 2
Registered: ‎02-24-2010

Way to delete multiple contacts at once?

Is there a way to delete multiple contacts at once?  Or do I have to open each contact individually to delete it?

Thanks.

Bronze Elite Contributor
Posts: 514
Registered: ‎03-24-2009

Re: Way to delete multiple contacts at once?

Hi,

 

There is indeed!

 

Create a Contact group containing the Contacts you want to delete then go to:

 

Tools - Maintenance - Purge Records (assuming you have access to this menu)

Regards, Adam Travers
empath-e Services Limited
CLH
New Member
Posts: 2
Registered: ‎02-24-2010

Re: Way to delete multiple contacts at once?

I don't have access to this menu.  Any other suggestions?
Gold Super Contributor
Posts: 3,087
Registered: ‎03-19-2009

Re: Way to delete multiple contacts at once?

If you do not have access that means your SalesLogix Administrator has locked you out of it.

 

Contact Your SalesLogix admin to obtain rights. 

--
RJ Ledger - rjledger@rjlSystems.net +1 603.369.3047 x101

".. Innovators in Mobility - Experts in Workflow Automation..."
http://www.rjlSystems.net - blog: www.rjlSystems.net/blog.html
Nickel Super Contributor
Posts: 105
Registered: ‎11-11-2009

Re: Way to delete multiple contacts at once?

Another avenue to follow, especially if your administrator does regular cleaning of the data is to use the PURGE status for your contacts, accounts, and opportunities.  This way your administrator can create groups based on the status = purge and remove them periodically.

 

As I am an administrator for my company, this was a great approach as it stopped me from receiving countless emails requesting that I remove records one at a time.  I am sure your administrator will enjoy receiving less emails as well Smiley Wink

Gold Super Contributor
Posts: 3,087
Registered: ‎03-19-2009

Re: Way to delete multiple contacts at once?

We typically suggest to our clients that they:

   A - Create a Team that will be a "purge/delete" team

 

   B - add a "rule" (logic) such that the SECCODEID of the contact (account, opp, etc) is set to the purge/delete team on a change to a specific status, etc.

 

result.. the user(s) no longer can see (or physically delete) that record but it's still in the db 

--
RJ Ledger - rjledger@rjlSystems.net +1 603.369.3047 x101

".. Innovators in Mobility - Experts in Workflow Automation..."
http://www.rjlSystems.net - blog: www.rjlSystems.net/blog.html
Copper Elite Contributor
Posts: 153
Registered: ‎02-27-2010

Re: Way to delete multiple contacts at once?

Great suggestion RJ! In fact, that's exactly how we do it.

But one word of caution: Be careful if you're an admin who has access to that Team AND produce Mailing lists for marketing via Excel exports - invariably a Contact invisible to your users but flagged appropriately for a particular mailing list and visible to you will find its way into that marketing list! Learn from my mistakes!

Thanks,
Larry Esposito
Highlighted
Gold Super Contributor
Posts: 3,087
Registered: ‎03-19-2009

Re: Way to delete multiple contacts at once?

Good add Larry - thanks! 

--
RJ Ledger - rjledger@rjlSystems.net +1 603.369.3047 x101

".. Innovators in Mobility - Experts in Workflow Automation..."
http://www.rjlSystems.net - blog: www.rjlSystems.net/blog.html