CRM - Deleting a Client, Enquiry or Project

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:

1. Navigate to the Client Profile.

2. Click the three-dot menu in the top-right corner beside the client profile information.

3. Select Delete (available only if all deletion criteria are met and you have permission).

4. 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)

1. Open the Enquiry.

2. Click the three-dot menu.

3. Select Delete (if permissions are in place and all conditions are met).

4. 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).

5. Tick the confirmation checkbox.

6. 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

1. Go to the Project Overview tab.

2. Click the Delete button.

   • This button is only visible if:

     • You have the necessary permission, and

     • All conditions above are met.

3. A confirmation pop-up will appear, stating:

   • The action is irreversible.

4. Check the confirmation box.

5. 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.