Deleting an Organization Record

Navigation: Records > Organization

Tip: We do not recommend that you delete an organization record because you’ll lose the record history. If your goal is to remove outdated records, we recommend changing the Record Status from Active to Archived, which will preserve the record history.

1. From the bottom navigation bar, click Records 
2. Click Organization. The Organization Manager will display.
3. In the Search field, enter the name of the organization you want to delete or scroll through the list of organizations on the page
4. Click the name of the organization. The Organization Record page will display.
   
   
   
   
5. Click Delete Record. A message will display asking you if you really want to delete the organization record.
   
   
   
   
6. Click Yes, Delete. A banner will display confirming the organization record has been deleted.