This task is used to delete a person from Property Manager. A person cannot be deleted from Property Manager if any of the following criteria applies to them:
▪ Is a member of an active household
▪ Is listed on a certification for a household
▪ Has Income & Expense entries
▪ Is listed as a reference for another resident
▪ Is listed as a contact for a household
▪ Is referenced in household notes
▪ Is an employee
To delete a person from Property Manager, follow these steps:
1. Go to System Administration > General.
2. Go to Tasks > Delete Person.
3. In the various fields in the Search Criteria area, enter your search criteria, and then hit Enter or click Search. If you enter more specific information, the search will present fewer results.
4. In the Search Results area, highlight the person you want to delete from Property Manager, and then click OK.
5. Select the Delete Person Confirmation check box.
6. Click Delete.
Note
If the person that you are deleting is the sole member of a household, you will also have the option to delete the household.
7. An Overall Status window will appear, indicating whether the task Passed or Failed.
a. If the task failed, you may need to make or a correction, or contact Bostonpost Client Support for assistance at the myMRI Client Portal or by calling (877) 579-8896.
b. If the task passed, click Close.