Overview
When records are created in error or no longer needed, it's easy to delete them in Practifi. Cleaning up unused records keeps your data accurate and your workspace uncluttered. However, there are a few things to consider before you delete. In some cases, you'll need to address a record's related child records. Additionally, not all users have permission to delete.
Considerations
Before deleting a record in Practifi, first confirm it isn't needed for historical reference. If you're working with a record that has multiple related child records, such as a Household record, we recommend using Deep Delete rather than a standard delete. Deep Delete removes all related records in a single action, ensuring no orphaned records remain 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 record type and where you are attempting to delete it. You can find the Delete button in the following areas:
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For Household, Organization, and Individual records, the Delete button appears in the record side panel.
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In a record list view, click the caret to see the delete option.
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When viewing a record, such as a Service or a Task, the Delete button appears in the upper-right corner of the screen.
In each case, clicking the Delete button opens a new window asking you to confirm you want to delete the record. Click Delete to complete the deletion.
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