We have architected the database to try to ensure that its not possible to delete records that are pointed at by other records. Products, Departments/Branches/Offices and Users must be migrated in order to be deleted. When you want to remove one of these types of records from the system first pull the record up as if you wanted to edit or map the record. You will see a migration tool link on the menu. Click that link and you will be asked to pick another Product, Department/Branch/Office User to migrate data asssociated with the record too; even if the record does not have any referrals associated with it (yet) you still have to pick a migrate record just in case there is some data that the system needs to re-link.

When you want to delete a user the migration tool you will use is called the Employee Termination tool. If you are not sure which employee to pick to migrate open referrals to you can pick yourself. Pay attention to how many open referrals are displayed when you run the action in TEST MODE. You will need (probably) to re-route each of these referrals manually to the correct new destination. For example if you are terminating Employee A, and you find that 60 out of the 80 open referrals for Employee A all can / should be handled by Employee B, then you should select Employee B as the migrate option in the termination tool.