Topic

How to delete record types in Everbridge Suite, including understanding the differences between default and custom record types, and meeting the specific conditions required before removing a record type from your system.

Description

Understanding Record Type Deletion Rules

The ability to delete a record type in Everbridge Suite depends on two primary factors:

• Whether the record type is a system default or custom – Default record types have special protections that custom record types do not.

• Whether any contacts are currently assigned to it – Record types in active use cannot be deleted until contacts are reassigned or removed.

Default Record Types Cannot Be Deleted

The default record type in your system (such as 'Employee') cannot be deleted since it is a system requirement designed to ensure that at least one record type is always available for categorizing your contacts.

If you need a different name for the default record type, you can rename it by following these steps:

1. Navigate to Settings > Organization > Contacts/Assets > Contact Record Types

2. Click the pencil icon next to the default record type's name

3. Edit the name to your preference

4. Save the changes

Deleting Custom Record Types

Custom record types that you have created can be deleted, but only when specific conditions are met. The primary requirement is that no contacts are currently assigned to the custom record type you wish to delete.

To successfully delete a custom record type, follow these steps:

1. Verify it is not set as the default – Check your settings to ensure the record type you want to delete is not configured as the default for new contacts, as this would prevent deletion.

2. Check for assigned contacts – Determine whether any contacts are currently assigned to that record type.

3. Reassign or remove contacts – If contacts are assigned to the record type you want to remove, you must first:

   • Reassign those contacts to a different record type (recommended), or

   • Delete the contacts themselves (typically a last resort)

4. Delete the record type – Once the record type is completely unused and unassigned, the delete option (represented by a trash icon) should appear next to it in the Contact Record Types settings, allowing you to remove it from your system.

Troubleshooting: Delete Option Not Appearing

If the delete option still does not appear for what appears to be an unused custom record type, consider the following possibilities:

• Permissions limitation – Your user account may not have the necessary permissions to manage record types. Verify your account permissions with your system administrator.

• Product issue – There may be a technical issue preventing the deletion. If you have confirmed that no contacts are assigned to the record type, it is not set as the default, and your permissions appear correct, contact Everbridge Support for assistance.

Key Takeaways

• Default record types (like 'Employee') cannot be deleted but can be renamed

• Custom record types can only be deleted when no contacts are assigned to them

• Always reassign contacts to another record type before attempting to delete a custom record type

• Ensure the record type is not set as the default for new contacts before deletion

• Contact Everbridge Support if deletion issues persist after following these guidelines