Skip to main content

Solutions

Law firms

Tax, audit & accounting firms

Corporations

Governments

Products

Legal

Trade & supply

Tax, audit & accounting

Corporate tax

Risk & fraud

Books

Recommended products

Questions? We are here to help.
Contact us

Purchase

Buy solutions

Buy books

Contact sales

Questions? We are here to help.

Resources

Insights

Events

Product training

Product communities

Developers

Setup

Delete items associated with historical data

Delete clients, staff, or activities only after removing all associated historical data; use View Details to find linked records preventing deletion.
If you try to delete a client, staff, or activity that has historical data associated with it, you will receive a message that the item can't be deleted. If you still want to proceed with deleting the client, staff, or activity, you first need to find and delete all of the historical data associated with it wherever it has been entered in the product.
Clients with historical data can be merged into a single generic client, which retains historical financial data but removes other client data from the database.
Example
As an example, if you wanted to delete staff member Steve Carter (staff ID SLC) from the Sample database, you would first have to find and delete all of the following:
  • Staff and client groupings
  • Referrals
  • Engagements for which SLC is the Manager
  • Time and expense entries
  • Projects and tasks for which the SLC is the responsible or assigned staff member
  • Interactions
  • Invoices billed by SLC
To locate all of these items more easily, select the
View Details
 button in the message to refer to a list of everything associated with the item that is preventing you from deleting it. You can right-click the list and choose
Expand All
 from the context menu to refer to all historical items at once. You can also choose
Print Grid
 from the context menu to print a list of all screens from which you must delete historical data before you can delete the client, staff, or activity.

This article applies to:

  • Product: Practice CS
  • Subject: Setup