F.A.Q – delete ‘Not Active’ User Accounts off the system without deleting any data/comments/notes
Can I just delete ‘Not Active’ User Accounts off the system without deleting any data/comments/notes etc. that they may have added to a record?
- Yes, you may set them to “deleted”. Notes will not be deleted, only the users logon.
- Note: If the logon has any records assigned to them you will not be able to delete the logon though and will need to first reassign those leads to unassigned or to someone else.
- As a “Best Practice” any time you set a logon to “Not Active” or “Deleted” please add something such as “_old” to the end of the username as well as the email address under user settings. This will help to eliminate potential conflicts.
