I want to delete a company card in SuperOffice CRM. I click on the Task button, then I try to click on the Delete option, but it is inactive (grayed out). Why does it happen and how do I fix it?
There are several known situations when this can occur:
- When a user does not have the rights to delete a company
- When a user wants to delete the main company card
- When a user wants to delete a company card that is linked in ERP connector
When a user does not have data rights to delete a company
When a SuperOffice user cannot delete a company often the user role that the user has is not permitted to delete records. To confirm or change that please follow the steps below:
- Log in to Settings and Maintenance.
- Check which Role that the user cannot delete the company has.
- Navigate to Roles (1), select the role of the user (2), click on the Data rights (3) tab and confirm that in the Company line the Delete (4) option is selected.
When a user wants to delete the main company card
When a SuperOffice user cannot delete the company it could be that this company is the main (your) company card. Simply hover over the grayed-out delete option. If the tool-tip says that "This company owns associates and cannot be deleted" that means it is the main company card and you do not want to delete it.
When a user wants to delete a company card that is linked in ERP connector
When a SuperOffice user cannot delete company it could be that this company is linked to the ERP system. This is possible by using one of the ERP link apps that we offer in the SuperOffice Appstore. To be able to delete the company you should first remove the ERP link. Then the option to delete will become active.
More information:
FAQ: How to remove a large number of company records from SuperOffice?
FAQ: How can I restore companies and contacts deleted from SuperOffice?