If you have entered a buyer in error, you may delete that record from the buyer overview screen via Options > Delete.
Deletion is not allowed if a buyer has an associated history, e.g. if any of the following conditions are met. This is to maintain the integrity of the data in the system and preserve full visibility of all activity recorded to date.
- Buyer has made offers against a property.
- Buyer has had viewings on a property.
- Additional contacts
- Correspondence (SMS, phone calls, letters)
If absolutely necessary to delete this record you must remove all associated records in order to remove these deletion constraints, but we do not recommend deleting records from the system unless they have been entered in error as this can change the agency's management and accounting history.
If you do not see the Delete option this will be due to the privileges afforded to you by your designated user role.