Deleting a Contact

To Delete a Contact from a Company Record

  • Go to Marketing Database > Companies in the top Menu Bar
  • Search for the company in the Company Code field and hit return to go into the company record or change to Search option to surname search to search for that particular contact.
  • In the Contacts tab, select the contact to be deleted by clicking on the contact line. There will now be a black arrow pointing to it in the grey left hand grid.
  • Click on the Delete Button on the left hand side of the grid. A message will pop-up Delete Contact? Click on Yes.
  • Contacts cannot be deleted if they are linked to current transactions or orders. Transactions, Orders and Communications made against that contact can be transferred to another contact in the same company. See, Transferring Contact Details.
  • Click on the Tick Button to save any changes.