Delete Contact

Under certain conditions (see below) and with the proper security clearance, you can remove a Contact record that is no longer needed. This is helpful if you accidentally enter a duplicate Contact record or if a record was entered unintentionally.

You may only delete a Contact with the following associations if you have another Contact to act as a replacement:

  • Opportunities
  • Projects
  • Job Orders
  • Assignment or Placement
  • Timecards
  • Worksites
  • Billing Profiles
  • Invoices
  • Client Interview

You may not delete a Contact that has had a Role change at some point in the past.

You can delete a Contact if they have the following associations:

  • Meeting (role will be changed to Archive)
  • Office (link from office is removed)
  • Web Profile (role will be changed to Archive)
  1. With the Contact you want to delete displayed, click the Delete Contact workflow.
  2. If the record has any of the associations above, a message displays noting that the record cannot be deleted unless you select a replacement Contact. Use the droplist to select from a list of additional Contacts associated with the Client record. Once you have selected a new Contact, click Confirm.
  3. If the record does not have any of the above associations or if you selected a replacement Contact, the view of the record changes to note that the record has been deleted (archived).