Deleting Interactions

Open the Delete Interactions form.

Select the type of interaction you want to delete.

For these fields, select the range of values to include in the process:

Company/Customer/Vendor
Interaction
Interaction Date
Follow-Up Date
Topic

For the Interaction Date and Follow-Up Date fields, select Increment Date if you want to put the utility on the background queue and automatically re-run the process based on the selected frequency.

Click Process.