Deleting Records in Practifi

Overview

When records are created in error or no longer needed, it's easy to delete them in Practifi. However, there are some things you should know about deleting records. In some cases, there are related records to think about. Additionally, not all users have the ability to delete.

• Considerations
• How to Delete a Record

Considerations

Before deleting an item in Practifi, you should first ensure it does not need to be retained to maintain a historical record. If you're dealing with a record that has connections to multiple child records, such as a Household record, we recommend using Deep Delete rather than just deleting. Deep Delete removes all related records, so no orphaned records are left in your organization. To learn more, please see our Understanding and Using Deep Delete article.

Please note: If you do not see the option to delete a record, you might not have the needed permissions. The Standard User permission set group does not include the ability to delete. For more information, please see our Managing User Permissions article.

How to Delete a Record

The process for deleting a record depends on the type of record and where you are attempting to delete it. You can find the Delete button in the following areas:

• For Household, Organization and Individual records, the Delete button appears in the record side panel.
  
• In a record list view, click the caret to see the option to delete.
  
• When viewing a record such as a Service or a Task, the Delete button appears in the upper right-hand side of the screen.
  

In each case, selecting the Delete button opens a new window asking you to confirm you want to delete the record. Click Delete to complete the deletion.