How do I remove Sample Data?
To remove sample data, simply login to the account and on the Dashboard to the right, there is a button that says Remove Demo Data. Simply click on it and confirm and it should be removed from the system.
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How do I remove the Sample Data that is initially installed with the software?
To remove the Sample Data that is present with the software, go to the Dashboard and on the right you will find a red button that says Remove Demo Data. Select that and confirm and it should be removed completely.
Basics of Company Settings
Purpose: To setup your company information and assign defaults and tweaks to get the most out of your account. Background: Use these setting to designate your Currency, Date and Number format. Add your local state and any other tax you need to ...
If a Lead becomes a customer, does the data transfer to the customer record?
If the Lead becomes a Customer, every data that is present in the Lead will carry over to the Customer record.
How do remove a Custom Field from being used within a Feature?
To remove a Custom Field from being used, you would need to disable it. Whichever module you are in, go to the gear icon on the top right of that module's list view which goes into the Settings of that module. Scroll down to Custom Fields. Here, the ...
How do I remove a Project from being displayed after being Completed but still keep all the details for historical reference?
To remove a Project from the list view but still keep all the details for history, please go to the Menu, select Projects and locate the Project you wish to Archive. Preview the project, and scroll down to the bottom right to the Actions drop down ...