Using the Delete Function and Resolving Active References

Before an entity can be deleted, if there is an active reference Reference to a record that has not previously been deleted or closed. For example, staff is assigned as the client responsible staff for one or more clients. associated with the entity, it must be replaced, cleared, or deleted.

If there are active references that need to be replaced, cleared, or deleted before the entity can be deleted, you will be notified when you try to delete the entity.

To delete a record, do the following:

1. Right-click a record in the grid and select Delete from the menu. The Delete entity window displays when the entity cannot be deleted.

Explain the components of the window.

Component	Description
Email	Opens your email application to a new email. The References grid will be attached to the email as a Microsoft® Excel® file. Note: Email settings must first be configured.
Save As	Displays the Save As window. You can save the references grid as a Microsoft® Excel®  file.
Print	Displays the standard Print window to print the References grid.
References	The grid displays the references to the entity selected to be deleted.

2. Click Close to resolve the active references that exist before attempting to delete the entities again.
3. Manually resolve the active references by navigating to each work product area and replacing, clearing, or deleting the references. For clients and staff, you can indicate the status as Terminated rather than deleting the client or staff, if desired.