Removing Ad hoc Records

To remove ad hoc records:

  1. Open the ad hoc group you want to update.
  2. Perform one of the following:
    • From the List view, select one or more records by pressing the Ctrl or Shift key as you click each item. Right-click in the List view grid and select Remove from Group or from the Task Pane, select Remove from Group.
    • Open the Detail view for the record you want to remove. From the Task Pane, select Remove from Group.