Delete an estate-agent company
Remove an unused company after checking staff, properties, requests and files.
Before you start
Use the relevant estate-agent, agent-staff or core Staff permission. Company membership also limits the records available.
Follow these steps
- Open the company or staff register and locate the exact account.
- Remove an unused company after checking staff, properties, requests and files.
- Deletion can affect company-owned access and linked records. Move or preserve required records first.
- Save the form or confirm the selected action, then reopen the same account.
Fields, rules and limits
- Deletion can affect company-owned access and linked records. Move or preserve required records first.
Check it worked
The saved identity, relationship and status match the intended account.
If something does not look right
If the expected result is missing, check the saved record, the current workspace and the action’s permissions. Record the exact validation message; do not repeat a state-changing action until you know whether the first attempt saved.
Questions and answers
What should I verify for this task?
Deletion can affect company-owned access and linked records. Move or preserve required records first.
Why is the record or action unavailable?
Use the relevant estate-agent, agent-staff or core Staff permission. Company membership also limits the records available. Check the current company and record relationship before requesting additional access.