How do I deactivate or delete an Entity?

Overview:

You may find a time where you are no longer working with an entity that you thought you would be or had in the past. In Traction Enterprise, we can easily inactivate or delete that entity.

Requirements:

To deactivate or delete an Entity, they must currently be setup under Setup>Entities.

Process:

1. Navigate to Setup>Entities.
2. Locate the Entity you are looking for:
   • Farm Entity
   • Landowner
   • Supplier
   • Customer
   • Other
3. Choose the Entity Name.
   

If you have active records tied to an Entity, such as Land Agreements, but would no longer like to use it, you will want to deactivate the entity by:

1. In the Edit dialog box, clear the Active selection at the top.
2. Click Save.
   
   
   
   
   

If no records are tied to the Entity, you are able to Delete the Entity.

1. In the Edit dialog box, select Delete at the bottom left.
2. A confirmation box will appear, confirming that you really want to Delete.
   
   

Related Articles:
Getting Started: How to setup Entities
How do I edit an Entity?