You can delete a document if you have been granted the appropriate user permissions.
Use caution when deleting a document. Once you click the Delete button is clicked, the document is permanently deleted from the database. No warning or confirmation message is presented to the user prior to the document deletion.
To delete a Customer Document, you must first access the customer record.
From the main menu, arrive at the Customers list with this path: CRM > Customers.
The Customers list opens. Locate the customer in the list, and then click on the hyperlink in the Customer # column to open the customer record.
The Customer record opens. Click on the Documents tab. Locate the document, and then click the Delete button (trashcan icon). The document is removed from the grid area.
