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Workspace PS Web App & Platform
Categories Companies & Contacts
Created by Ricci Stevens
Created on Feb 9, 2022

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Company Deletion

Need safety protocol in place that companies and contacts cannot be deleted if they are linked to a record within the portfolio.

If a user accidentally deletes a company that is linked to a Contract or Purchase Order, contract invoices and general invoices can no longer be generated against existing records for a now-deleted company.

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