In STRATAFOLIO, records must be managed carefully to keep your portfolio data accurate. Certain records, like contacts, are tied to other parts of the system (such as tenants). Before deleting a record, make sure you remove its associations first.
This guide explains how to properly delete a contact record.
Get Started
To delete a contact, navigate to the Hierarchy section on the left-hand navigation panel.
Click on Contacts to view the list of contacts. Locate the contact you wish to delete and select the “i” icon to the left. Select the Edit option next to the contact’s name. Look for the Delete option and confirm the deletion.
If a record can be deleted, the Delete <Record> will be shown in red.
Once you click on the Delete <Record>, a pop-up will show asking for confirmation to make sure you really want to delete the record. Once you click the Yes, Delete button, your record will be permanently deleted.
Some records may be associated with other data or contain child records.
When that happens, you will need to either remove the association or delete the child record in order to delete the record. In these cases, the Delete <Record> will be greyed out, and a pop-up will appear when you hover, showing what association needs to be removed first or which children you will need to delete in order to remove the record.
Once the associations have been removed, return to the Contacts page and complete the deletion.
How to Dissociate Records Before Deleting
Step 1: Disassociate the Contact from a Tenant
In the left sidebar, go to Operations > Tenants.
Search for the tenant linked to the contact you want to delete.
Click the three dots next to the tenant’s name and select Edit Tenant.
In the Tenant Contacts section, click the X next to the contact you want to remove.
Click Save to update the tenant record.
⚠️ Important: A contact cannot be deleted until it has been removed from all tenants it is associated with.
Step 2: Delete the Contact Record
In the left sidebar, go to Hierarchy > Contacts.
Search for the contact you disassociated.
Click the Delete button to remove the record from STRATAFOLIO.
Once deleted, the contact will no longer appear in any tenant records.
Notes on Deleting Records
Deleting a record is permanent and cannot be undone.
Only users with the appropriate permissions can delete records.
If a contact is linked to multiple tenants, you must remove it from each tenant before deletion.
Other types of records (such as tenants, units, or assets) also require disassociating linked data before they can be deleted.
⚠️ Do not delete leases or assets. Keep leases for historical records and potential re-tenanting. For assets, mark them as Sold instead of deleting, so you preserve important historical and financial data.
