At STRATAFOLIO, we understand you need to be able to delete records. Only the Administrator access role has the right to delete records. To learn more about the different access roles available, look at the section Access User Roles.
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.
Important Notes
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.
Best Practice
Always check for tenant or lease associations under the Operations section before deleting a contact. Removing associations first will help you avoid errors and make the deletion process smoother.
