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Delete a communication using an email template

Email entries in the Notes/Communication screen can be deleted by following these steps: Click the () of the corresponding email record.   Click  on the Note/Communication Detail pop-up screen.

Updated over 2 weeks ago

Email entries in the Notes/Communication screen can be deleted by following these steps:

Click the (

pencil icon

) of the corresponding email record.

Note and Communication Screen

Click

delete

on the Note/Communication Detail pop-up screen.

Note and Communication Detail Screen

Note: A reminder will be displayed, stating that deleting the record will not recall the email that has been sent and confirming only the record is being deleted. Finally to confirm, click

ok

.

Things to Note:

  • Email entries in the Notes/Communications screen that have already been sent out to the recipients cannot be deleted.

  • The copies or responses of entries in the Notes/Communications screen will need to be deleted first before parent note or email entries can be deleted. "This record has a child (either Copy or Response) Note/Communications attached and cannot be deleted" will appear in the case a note or email entry being deleted has copies or entries in the Notes/Communication screen

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