Delete parties from “All Parties” screen (Inc permission)

If you have permission to do so, by double clicking on the Other Parties button, to change it to All Parties, you can delete a Party. 

An administrator can grant your user group permission (in options > users and groups > groups > [your user group]). Otherwise, please ask an administrator to perform this task for you.

If you have the relevant permission (above) then highlight the party you want to delete, then click on the Delete button. 

 

You will then get the warning window below. 

  

  

If the party you are deleting is in use on a matter(s) then you will be prompted to replace the party with an alternative party. As shown below.  

 

 
 

Once you click the OK button you will be taken to the party type window to select a different party. Select the Party you want to replace it with. 

If you found this article useful, please "Like" it using the thumb below. It really helps us to know which articles are the most useful to you!

• Related Articles

• Other Parties - Adding and Editing

  When opening a new matter, you are prompted to fill in other parties, such as Agent, Bank or Building Society and Solicitor. If at the stage of opening the matter, all or some of these details are unknown, you can omit them and add them at a later ...

• Tasks and Progress Screen

  Tasks Your tasks are a list of items that are required to be done to complete that matter and will show the current Progress. As well as, in it's simplest form, a checklist of things that need to be done, tasks can drive various things like: letters; ...

• Data Deletion Tool

  Note – this is only available to users with permission set to delete matters Sometimes it may be necessary to delete matters from Redbrick. This can be done using the Data Deletion Tool. Permissions There is a permission setting within Options -> ...

• Editing Previously Attached Other Parties

  Editing Previously Attached Other Parties If an Other party has been added to your matter by mistake, or, for example the Agents have changed, you should not edit them to change them, you should instead Remove the incorrect party and then Add the ...

• Using the Billing Screen

  Using the Billing Screen On the top icon bar of Redbrick click on the 'Billing' button and a spreadsheet like screen will appear. As in the example image above, you will see that the screen has two tabs. One is called Our Costs which is used for ...