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Delete a Record

How to delete records

To delete multiple records in a table

  1. Select the records you wish to delete by marking the checkbox to the left of the row

  2. Click the ellipses in the top ribbon for More options

  3. Click Delete selected records

    Next Generation- Delete a Record_Image 1



  4. Confirm by clicking OK

    Screenshot 2024-06-11 at 1.35.42 PM

To delete a single expanded record

  1. Expand the record by hovering your cursor to the left of a record and selecting the arrows

    Screenshot 2024-06-11 at 1.36.17 PM



  2. At the top of the expanded record, click the ellipses to the right of the Search fields bar

    Next Generation- Delete a Record_Image 3



  3. Click Delete Record

  4. Confirm by clicking OK

    Screenshot 2024-06-11 at 1.38.32 PM

Pleased Note: Once deleted, all data in the record(s) will be stored in the record archive.

view archive-1

We’d love to hear from you. If you have any feedback on product enhancements or additional questions, email the team at PitchlySupport@pitchly.com.

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