Deleting a Contact

You can delete a contact from the Contact Setup window. A contact that is assigned to a contract, location, and/or a service call can be deleted. If you delete a contact that is on a service call, the Contact ID and Phone ID fields are cleared on the call.

To delete a contact:

1. Select Cards > Service Management > Contact Management. 

2. In the Service Contact Management window, search for the contact.

3. Double-click the contact from the search results.

4. In the Contact Setup window, select Delete. A check is performed to see if the contact is assigned to a location and/or contract (in this order) and the delete confirmation window will indicate this:
   Customer location contact:  Are you sure you wish to delete?Customer contract contact: Are you sure you wish to delete?

5. In the confirmation window, select Delete the contact or Cancel to select the Location or Contract button to see what the contact is assigned to, if applicable.