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Delete company with cascade

An authorized user soft-deletes a Company, cascading the deletion to all associated Contacts.

When this happens: You click Delete on a Company detail page or list view.

Step by step

  1. 1

    Click Delete on a Company.

    EasyCRM looks up the count of associated active Contacts. EasyCRM shows a confirmation: Are you sure you want to delete [CompanyName]? This company has [N] associated contacts that will also be deleted. This action can be undone by an Admin.

  2. 2

    Click Delete.

    EasyCRM archives the Company:. EasyCRM archives all associated Contacts:. For each affected Opportunity: Company / Contact snapshot fields are preserved (FR-02-004 snapshot behavior); the Company/Contact now shows as [Deleted] in the UI. EasyCRM takes you to Company list view. Toast: [CompanyName] and [N] contacts deleted.

Other paths

Company has no contacts

If count = 0. Confirmation simplifies: Are you sure you want to delete [CompanyName]? Flow continues from step 5. Step 6 is skipped.

Delete from list view (bulk)

Select multiple companies in list view — Delete Selected EasyCRM aggregates contact counts: You are about to delete [N] companies and their [M] associated contacts Proceeds with bulk soft-delete per UC-12.4 (Bulk Operations).

If something goes wrong

Unauthorized

User does not own the Company and is not Admin/SM with team access. A permission error: You do not have permission to delete this company

Concurrency conflict

Record was modified by another user since load. EasyCRM shows: This record was modified. Please refresh and try again

Good to know

  • Deleting a Company cascades soft-delete to all its Contacts.
  • Related Opportunities, Tickets, Activities are NOT deleted but show a "deleted entity" indicator.
  • Admin can restore soft-deleted companies (which also restores cascaded contacts).
  • Soft-deleted records excluded from default views.