Delete a person or organization using the Delete tool in the Relationship Management Module.
This deletes the relationship between the person/organization and the office.
- In the Relationship Management Module, select the record of the person or organization you wish to delete.
- Click on the Profile tool under the Demographics menu on the ribbon to display the Profile screen in the Main Display Area.
- Under the options menu on the toolbar, click on the Delete Person tool.
- 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.