Kavi® Members Help

Chapter 140. Delete a Company Administration and Contact Type

Table of Contents

Overview
Steps
Related Topics

Overview

The Delete a Company Administration and Contact Type tool is used to remove custom Company Administration and Contact Types when they are no longer required.

If a 'Delete' link is not displayed adjacent to the Company Administration and Contact Type you wish to remove on the Manage Company Administration and Contact Types tool, it means this is a default type. Default types cannot be removed, but they can be edited. If it is a custom type, you can delete the type after revoking it from every user to whom it is assigned.

To remove a custom type that is currently in use:

  1. Use the User Data Report tool to get a report of all users with this type.

  2. Use the Edit a User tool to remove this type from each user's record or use the Upload Data tool to perform a batch update of the database. If you are not familiar with the Upload Data tool, the page help includes suggestions for data preparation.

  3. Once all users have been decoupled from this type, it can be immediately deleted.

Important

Deleting a type is permanent. Before deleting a type, be sure it isn't needed to retrieve this group of users in searches.

Use the Delete an Company Administration and Contact Type tool to:

Delete a custom-defined Company Administration and Contact Type.

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Steps

Delete

Details of the Company Administration and Contact Type you selected are displayed for you to review. If you are sure you want to permanently delete this type, click Delete.

Done

This Company Administration and Contact Type has been permanently deleted!

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Related Topics

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