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Deleting Companies
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We do not recommend deleting a company. Any associated loans or processes they have been associated with can encounter errors if you do. Instead we recommend making a company’s record inactive.

  • Click on the company name in the contacts table on the company main menu.

 

 

  • Uncheck the active box and click save.
  • This will remove the company from selection in Ventures, but it will maintain any records the company has already been used in.

 

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