Deleting Companies
Deleting Companies
A company can only be deleted if the company has no matters related, or company contacts are not primary clients on any matters.
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 matter, they will stay as a
contact in Thread but will be unlinked from this company.
You will get the notification below in this scenario:
Click
Delete
to remove this company.