Deleting a Certificate

Certificates can be deleted from multiple locations within the system:

• Contact Record – via the Certificates tab

• Property Record – via the Certificates tab

• Certificate List – accessible from the side navigation menu

This flexibility allows you to manage and tidy up certificate records from whichever context suits your workflow best.

Deleting a Certificate from a Contact

1. Select the Contact

2. Navigate to the Certificates tab

3. Choose the certificate you wish to delete

4. Click the hamburger menu (three horizontal lines) and select Delete

Deleting a Certificate from a Property

1. Navigate to the relevant Property record

2. Click the Certificates tab

3. Select the certificate you want to delete

4. Open the hamburger menu (three horizontal lines) and choose Delete

Deleting a Certificate from the Certificate List

1. Open the Certificate List screen from the side navigation

2. Locate and select the certificate you wish to delete

3. Click the Action icon and choose Delete