Deleting companies

A company can only be deleted if the company has no matters related, or company contacts are not primary client on any files.

1. To delete a company, click on the Companies page on the left menu:

 

2. Search for the company you want to delete, select it and click Delete:

3. You will get a pop-up asking to confirm you want to delete this company with all its' associated employees / details. Click Delete to proceed.

4. This company will now be deleted from Thread.

If the company has matters assigned for it, you will get this pop-up notifying you that it cannot be deleted. 

Click Close to cancel the request. The company will not be deleted.

If the company employees / contacts are linked as any other contact type on any file, they will stay as a contact in Thread, but will be unlinked from this company.

You will get this notification below in this scenario:

Click Delete to remove this company.

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