Delete a company record

You can delete a company record.

However, you cannot delete companies that are linked to a ProjectSight user or to a record.
  1. If the company contains ProjectSight users, remove them from the portfolio.
  2. If the company contains ProjectSight users, remove them from the portfolio.
    1. For ProjectSight users, the E-mail cell is read only.

    2. In the view, in the company record, select (More).
    3. Select Remove or Delete Selected Records.