Question Status

Joe MacPherson asked a question on 2 Sep 2014 7:53 AM


Is it possible to perform a deletions of 'Case/Notes' transactions using an input file to perform the Bulk Delete.  We have a series of Case transactions that were loaded via Import, the Notes transactions were subsequently loaded also via Import and related to the Case.  These transactions had a specific Custom Field set to the clients default values, however, they are now looking to replace these transactions with a different default value - the Transactions have been Marked as 'Closed' using a post import workflow.

I would like to create a new Import for both Case and related Notes and Import the 'new' files series after performing the Bulk Delete.  I would like to use the new Case file or a derivative of the new file which contains the CaseID as an input to the Bulk Delete - Is this even possible?

Chitrarasan Duraisamy responded on 2 Sep 2014 8:19 AM

You could use CRM Bulk delete with advanced find query if you know the conditions to delete all the case,  if you delete case it automatically deletes notes records as well