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How do I remove a contact?

Follow the simple steps below to remove a contact:

1. On the menu bar click on Admin then Manage contacts, or from the Dashboard click on the Manage contacts tile.

Admin_-_Manage_Contacts.png

Dash_-_Manage_Contacts.png

2. Click on the name of the contact you wish to remove.

Step2.png

3. To only remove a contact from certain accounts, click on the red Remove contact button next to the account(s) you wish to remove the contact from.

Step3.png

4. To remove a contact from the system completely, click on Remove contact as shown in Step 3 for every account they are associated with. When removing the contact from the final account, you will see the below confirmation popup. Click on Yes, delete this contact to proceed.

Delete_contact_confirmation_modal.png

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