Knowledge Base

Before you start

• Tickets & customers: Any relationship links to existing customers or tickets are removed. The associated customers and tickets are not deleted.
  
• Custom views: Any references to the deleted company are removed from conditions in existing custom views, therefore the tickets returned based on the custom view's conditions may change. We recommend reviewing and updating any affected custom views' settings.
  
• Triggers: Any references to the deleted company are removed from existing triggers' conditions, which can interrupt workflows. We recommend reviewing and updating any affected triggers' settings.
  
• Customer Portal: Customers with permission to access company tickets in the Customer Portal will no longer be able to view the tickets previously associated with the deleted company.
  
   
  

Delete a company

1. Select People from Teamwork Desk's main navigation menu.
   
2. Switch to the Companies tab.
   
   
   
   
   
    
   
3. Scroll to the relevant company.
   
4. Click the company's name.
   
5. Click Edit Company in the company profile's top right.
   
   
   
   
   
    
   
6. Scroll to the bottom of the edit view.
   
7. Select Delete Company.
   
8. Click Ok in the confirmation window.
   

1. Select People from Teamwork Desk's main navigation menu.
   
2. Switch to the Companies tab.
   
3. Next, select the relevant companies in any of the following ways:
   
1. Check the box on the left of each company you want to delete. 
   
1. Your selections are maintained as you navigate between the pages of companies.
   
2. Check the box in the companies list's header row to select all companies on the current page of results.
   
1. Click the arrow to the right of the checkbox to manage the multi-select behavior:
   
1. All on this page
   
2. All (total count)
   
3. None
   

   
   

   
   
💡 Click Clear selection in the view's top right to reset your selection.

4. Click the trash can icon at the top of the companies list. The total number of selected companies selected is displayed beside the delete option.
   
5. Review the deletion impacts. This confirmation window outlines the number of companies to be deleted and the implications of deleting (unlinking customers and their tickets from the company while retaining the customer profiles and tickets).
   
6. Check the I understand the consequences box.
   
7. Click Yes, permanently delete to complete the deletion.