Deleting a Lead/Client, Enquiry, and Project
Important Notes:
Deleting a client is permanent and cannot be undone.
This action will delete the client, any associated enquiries, and projects.
Only users with the correct permissions (Branch Owners, Head Office Users, or Rave Support) can perform this action.
All deletions are recorded in the Audit Trail for the client, enquiry, and branch (if a project was linked).
Before Deleting a Client with a Project:
If a client has an enquiry linked to a project, the project must not include any of the following:
A schedule
Financial items (e.g. progress payments, quotes, purchase orders, bills, invoices, credit notes)
Contractors in the People tab
Timesheet entries (if using timesheets)
Images or videos in the Albums section
Any uploaded files
You must remove all of these items first. Only then will the Delete option appear in the client drop-down menu.
Steps to Delete a Client:
Navigate to the Client Profile.
Click the three-dot menu in the top-right corner beside the client profile information.
Select Delete (available only if all deletion criteria are met and you have permission).
A confirmation box will appear:
Option to replace the client with another, or
Select Confirm and DELETE to permanently remove the client and all linked data.
Caution:
We recommend you do not delete data to try and delete clients with active/Maintenance or completed projects.
Deleting data from previously completed projects may result in permanent loss of important information that could be required later.
If a project exists but is no longer needed:
Close the project
The enquiry will become inactive
The client will be moved to Inactive status
Deleting Enquiry/Project
Who Can Delete Enquiries/Projects
By default:
Branch Owners
Head Office Users
Rave Support Team
Optional for other Branch Staff:
Must be granted permission via Manage Users.
Important Notes
This action is irreversible – once deleted, an enquiry/project cannot be restored.
The Audit Trail will record the deletion under:
The Enquiry, and
The Branch (if a project existed).
Before Deleting an Enquiry with a Project:
If an enquiry is linked to a project, the project must not include any of the following:
A schedule
Financial items (e.g. progress payments, quotes, purchase orders, bills, invoices, credit notes)
Contractors in the People tab
Timesheet entries (if using timesheets)
Images or videos in the Albums section
Any uploaded files
You must remove all of these items first. Only then will the Delete option appear in the client drop-down menu.
To Delete an Enquiry (Without a Project)
Open the Enquiry.
Click the three-dot menu.
Select Delete (if permissions are in place and all conditions are met).
A confirmation pop-up will appear explaining:
The Client will not be deleted.
The Client will be moved to:
The Inactive List (if only one enquiry exists), or
Both Active and Inactive Lists (if multiple enquiries exist).
Tick the confirmation checkbox.
Click DELETE to confirm.
Caution:
We recommend you do not delete data to try and delete clients with active/Maintenance or completed projects.
Deleting data from previously completed projects may result in permanent loss of important information that could be required later.
If a project exists but is no longer needed:
Close the project
The enquiry will become inactive
The client will be moved to Inactive status
Deleting a Project
Once a project has been created, you can delete it (with the appropriate permission).
Deleting a project will not delete the associated enquiry or client — this is useful for removing duplicate or test projects.
Who Can Delete Projects
By default:
Branch Owners
Head Office Users
Rave Support Team
Optional for other Branch Staff:
Must be granted permission via Manage Users.
Important Notes
Deleting a project is permanent and irreversible.
All associated data will be permanently lost once deleted.
The deletion will be recorded in the Audit Trail of:
The Enquiry, and
The Branch (if a project existed).
Before Deleting a Project:
The project must not include any of the following:
A schedule
Financial items (e.g. progress payments, quotes, purchase orders, bills, invoices, credit notes)
Contractors in the People tab
Timesheet entries (if using timesheets)
Images or videos in the Albums section
Any uploaded files
You must remove all of these items first. Only then will the Delete option become clickable.
Steps to Delete a Project
Go to the Project Overview tab.
Click the Delete button.
This button is only visible if:
You have the necessary permission, and
All conditions above are met.
A confirmation pop-up will appear, stating:
The action is irreversible.
Check the confirmation box.
Click DELETE to permanently delete the project
Caution:
We recommend you do not delete data to try and delete clients with active/Maintenance or completed projects.
Deleting data from previously completed projects may result in permanent loss of important information that could be required later.
If a project exists but is no longer needed:
Close the project
The enquiry will become inactive
The client will be moved to Inactive status
From the Projects List Page we have added a delete option to the bulk select menu.
If you bulk select projects that don't match the delete criteria it will list them in a black box and the delete button will be grey out until you unselect the ones that don't match the criteria.
