Delete a Correspondence Process

If your organization no longer uses a correspondence process, you can delete it from your database.

Tip: To avoid the loss of data, we recommend you mark a correspondence process inactive rather than delete it. Inactive processes remain in the database as archived information, but you cannot use them to generate correspondence. For information about how to mark a correspondence process inactive, see Mark a Correspondence Process Inactive or Active.

Note: When you delete a correspondence process from the database, you remove all instances of the process from your database and from the records of the constituents included in the process. To remove a single instance of the process from your database and constituent records, you can clear its results. For information about how to clear the results of a correspondence, see Clear the Results of a Correspondence Process Instance.

1. From Marketing and Communications, select Manage correspondence. The Manage Correspondence page appears.

2. On the Correspondence List tab, select a correspondence process select Delete. A confirmation message appears.

   Note: To delete a correspondence process from its status page, select Delete process under Tasks.

3. Select Yes. You return to the Manage Correspondence page. On the Correspondence List tab, the selected process no longer appears.