When a contact is no longer associated with a property, the preference is to unlink — instead of deleting or editing — the contact or property.
Indeed, contacts and properties should rarely, if ever, be deleted.
Unlinking a Contact-Property | Deleting a Contact-Property |
Keeps the contact and property in Tank Track, even if unlinked. | Permanently deletes the contact and property from Tank Track. |
Preserves the contact and property information, such as images, documents, and work history. | Permanently deletes the contact and property information, such as images, documents, and work history. |
Preserves the ability to link the contact to another property or to link the property to another contact. | Permanently prevents the ability to link the contact to another property or to link the property to another contact. |
To unlink a contact and property:
STEP 1: Use the SEARCH BAR to find the contact or property. You may search by contact name, address, phone number, or email address.
STEP 2: Click the UNLINK PROPERTY BUTTON that links the contact to the property. This will open a confirmation window.
IMPORTANT: Unlinking a contact from a property will cancel the contact's future appointments, if any, on the property.
STEP 3: Click the YES BUTTON in the confirmation window to complete the unlinking process.
FAQs
Q: What happens to a contact and property after it is unlinked?
A: An unlinked contact and property continues to exist on their own in Tank Track.
Q: Will unlinked contacts and properties appear in search results?
A: Yes, unlinked contacts and properties will continue to appear in search results.
Q: Can an unlinked property later be linked to a contact?
A: Yes, an unlinked property may later be linked to a contact, whether a new or existing contact.
Q: Can an unlinked contact later be linked to a property?
A: Yes, an unlinked contact may later be linked to a property, whether a new or existing property.