To delete a call from a record, first open the relevant record overview page by clicking its entry in the menu at the top of the SharePortals page (e.g. Contacts, Accounts, etc).

  • Click Calls in the menu on the right hand pane to display current calls for the record.
  • Click on the Actions dropdown in the top right corner of the note you wish to delete:
  • Click the Delete option.

Feedback

Thanks for your feedback.

Post your comment on this topic.

Please do not use this for support questions.
www.shareportals.co.uk

Post Comment