Sometimes you need to remove a company from the system because:
- It was registered by mistake
- It was a test entry during setup
- The company no longer exists or is no longer relevant
However, deletion is restricted to avoid breaking traceability links.
🖱️ How to Delete a Company
- Open the Company List
Navigate to CRM → Companies. - Click the Company Record
Mark the company you wish to delete. - Click "Delete"
Click the delete button above the grid on the left hand side. - Confirm Deletion
You’ll be prompted to confirm the action to prevent accidental deletion.
⚠️ Deletion Restrictions
Triark Cloud enforces rules to protect traceability.
A company cannot be deleted if it is linked to:
Restriction
Why?
Active Projects
The company is connected to an active projec
Linked Products
The company is listed as a supplier or manufacturer for one or more products.
Document References
The company is tied to documents for traceability (e.g., contracts, agreements).
Branch Structures
If the company has branch companies, deletion is blocked to preserve the hierarchy.
🔄 What If Deletion Is Blocked?
If deletion is not possible:
- Remove connections first (projects, products, branches)
- Check the log to review the company’s links
- Contact your administrator if you’re unsure why deletion is restricted
🛠️ Example Use Case: Cleaning Up Test Data
After a training session, an administrator removes a test company:
- Opens the company record
- Confirms there are no project links, branch companies, or document references
- Deletes the test company to keep the CRM list clean
🔒 Security & Access
- Who can delete companies?
Only active users with the correct permissions. - Who can view deletion restrictions?
All users can see related projects, products, and documents but cannot bypass deletion rules.
❓ FAQ
Q: Can I delete multiple companies at once?
No, companies are deleted one at a time to avoid accidental mass deletions.
Q: Can I undo a deletion?
No, deletion is permanent and cannot be reversed.
Q: Why can’t I delete a company?
Most likely because it is linked to other data (projects, products, documents, or branches).
