Delete a person or organization using the Delete tool under the File Menu/Module Button in an applicable Module.
This deletes the relationship between the person/organization and the office.
- Go to the applicable Module. (Example: if the person you want to delete is a Client, go to the Client Module.)
- Select the record of the person you want to delete.
- Click on the File Menu/Module Button in the upper left of the screen and select the Delete menu item.
- A question screen will popup asking if you are sure you want to delete the person/organization. Click Yes to delete them.
NOTE:
You can delete a person or organization only if they have never been involved in any schedules or other events. Otherwise, you will need to make the person or organization's relationship Inactive instead of deleting historical information.
If the person or organization is related to the office in any other role, or to other people in the database as an Individual or Emergency Contact, the delete will only delete this specific relationship and not affect those other roles or relationships.
Before you can delete an Office Staff person, you may need to first delete their username from the Agency Office Module. (Agency Office Module>Required tab>Users and Passwords) If this username has been used to sign in and exists in any session or history records however, this will not be able to be deleted. In this case you will need to make the Office Staff Inactive instead of deleting the relationship.