To avoid any confusion
We highly suggest you delete or edit the demo data manually before adding any original data to avoid confusion.
List of modules and number of Demo data in Agentcis.
Can Edit only
Workflow- 5
Notification- 6
Can Delete and Edit
Enquiries- 2
Partner- 9
Product- 40
Clients and Applications- 12
Active Quotation- 2 quotations in the name of the same client
Task- 2
Document- 1 PDF in each client
If you have selected 'Load Data' but now you wish to remove the data from the system, you can delete the demo data from the system,
Please Note: Only the owner has the access to delete the demo data.
Step 1:Go to the settings from the top-info bar.
Step 2: Scroll down until you locate the “Data Management” module, and click on “Data Management”.
Step 3: Once you have viewed the Data Management page, click on “Delete Demo Data” to delete the data.
A pop-up opens up for confirmation to delete the demo data from the system. Click on “I agree, delete the demo data permanently from the system.” And then on “Confirm” to proceed with the deletion.
