Delete a Commercial Info Screen

  1. At Home Base, click Clients & Files.
  2. From the dropdown menu above the list, select Customers or Prospects.
  3. Select the desired customer or prospect in the list.
  4. Click the Commercial Info List button.
  5. In the list, select the info screen you want to delete.
  6. Click the Delete button below the button bar.
  7. Click Yes to confirm the deletion. The record is deleted from the Commercial Info List.