RB User Guide > Entities > Contacts, Firms, Resources, Locations, and Business Units

Removing entities

If you no longer want an entity to appear in RB results, you can remove it from RB in one of 2 ways.

• Delete

  If you no longer need the entity or its historical data:
1. Click Delete in the entity’s View/Edit window.
2. Click Yes in the popup that appears.

• Merge

  If you do not want the entity appearing in RB results, but want to save its historical data, merge it into another entity of the same kind (i.e., merge a contact into another contact). See Merging data.

Reference

• Historical data saved in a merge

Step-by-step instructions

• Updating firms
• Updating contacts
• Updating resources
• Updating locations
• Updating business units
• Merging data