Deleting a Contact

You can delete a contact by following these steps:

1.   Click on the Contacts Menu.

2.   Click on the Contacts option.

3.   Search for the contact.

4.   Click on the Contacts name. 

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5.   The screen to delete a contact will be different if the contact is:

A.   Not linked to a Supplier or associated with an Account:

Click Actions>Delete this Contact.

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B.   Associated with an account, you will see the following screen:

Click Actions> Delete.

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If you delete the only contact associated with an Account, you will need to add a new Contact before you can save the changes.

C.   Is linked to a Supplier you will see the following screen:

Click Actions>Delete this Contact.

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 Note:

You will not be able to delete a contact that is a designated as a primary contact in the system, either for an opportunity or supplier.