Delete a Company's Participant Record
- You must be a SPoC to do this.
Sometimes a Participant record may inadvertently create a company. Accidents happen! Here's how to correct it.
Clear the Company's Participant record
- Click Contacts.
- Select the Companies view.
- Click the Company to open its Contact record.
- In the General tab, click Edit Record.
- In the Participant Record field, click the X to clear the field.
- Click Save.
Delete the Participant record
- Open the Company's Participant record.
- From the Actions menu, select Delete.
- Confirm that there are no dependent records associated with the Company. If there are, review each record carefully before you decide whether to delete it.
- Click Delete.