Remove Contact From Client

To remove a contact from a single client:

NOTE:  If contact is associated with multiple clients, this action will not impact remaining clients.  To complete remove a contact from the database and all client associations, please see this article linked below.

 

1.  Navigate Clients located in the black ribbon

2.  Select the appropriate client to be edited

3.  Within the client's profile, select the Contacts Tab

4.  Select the Action dropdown for the contact to be removed. 

5.  Select Edit Details

6.  Scroll to bottom of the pop-up window and select Delete.

 

7. Confirm you wish to delete the contact completely, by selecting Delete.

 

 

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