Recording contact information > Deleting a contact
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Deleting a contact
When a contact record is no longer valid, it can be deleted (for example, the contact has left the company or has changed positions). To delete a contact record, follow these steps:
1. Look up the company profile and click the Contacts tab.
2. Click in one of the fields for the contact record you want to delete.
3. Click Remove in the lower right of the window.
One of the following occurs:
The system displays a confirmation message.
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Click Yes to complete the deletion.
If there are multiple contact records and the contact you are deleting is marked as the default contact, the system displays a message indicating that the record cannot be deleted.
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1) Click OK.
2) Select the Default check box for the new primary contact.
3) Click Remove again.
4. Click Save on the main toolbar.