Deleting community members

Deleting community members

To delete a community member:

  1. Check maintenance functions for actions needed before deleting the community member. For example:

  2. Search for the community member. See Searching for community members.

  3. Open the relevant modules and delete the community member from each. For example, if the community member is a:

    • debtor, open Debtor Maintenance windows
    • supplier, open Creditor Maintenance windows.

    Tip: Click

    on the Constits tab to open the relevant module.

  4. Remove links with a spouse and other relations. See Removing spouse links and relationships.

  5. Delete links to user-defined constituencies. See Deleting links to user-defined constituencies.

  6. Delete the community member. See Deleting community members from Synergetic.