How_do_I_delete_an_owner_

How do I delete an owner?

Deleting an owner removes the account and its connection to licenses, animals, and transactions—so it’s typically done only when the record shouldn’t exist.

 

What it does
It deletes the owner record and, depending on the situation, may affect or require handling of any associated data.

 

Why you would do it
You’d usually delete an owner when the record is invalid or unnecessary:

  • It was created in error
    The owner should not have been entered in the system.

  • It’s a duplicate
    The correct approach is often to merge, but deletion may be used if no data needs to be preserved.

  • It has no associated activity
    No licenses, animals, or transactions are tied to the record.

  • You’re cleaning up test or placeholder data
    Removing records used for training or setup.

 


In practice
Deletion is best reserved for clean, unused records. If the owner has licenses or transaction history, it’s usually better to correct or merge the record—so you preserve a complete and accurate audit trail.

 

Before you get started

Before you can delete an owner, you must delete any licenses that are tied to the owner who is being deleted.

You cannot delete an owner if

  • The owner has other licenses.
  • There are transactions that reference licenses that are linked to the owner.

 

Deleting an owner

1. Open Connect Animal License > Organization > Owner.

2. Enter the owner's name or number in the Lookup bar. Press Enter.

3. Click Delete (CTRL+D).

The record has been deleted.

 


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