Deleting contacts

SECURITY  Security Level with access to CRM and the contact's organization

NAVIGATION   > CRM > Search > Contacts > click Search > context menu > Delete Contact

Given the required security permissions, users with access to CRM can delete contacts, with the following exceptions:

  • The contact is associated with a co-managing user.
  • The contact is the organization's Outsourcing contact.
  • The contact is associated with a task or ticket.
  • The contact is associated with a change advisory board.
  • The contact created a ticket note or attachment in Client Portal that has not been deleted.
  • The contact created a ticket in Client Portal (even if that ticket has been deleted).
  • The contact is the billing contact for the account.
  • The contact is associated with a processed payment. Refer to Payment Processing.
  • The contact is the only contact selected as the invoice email recipient.

How to...

  1. To open the page, use the path(s) in the Security and navigation section above.
  2. From a Contact search results table, click the context menu or right-click the contact and select Delete Contact. If the contact has associations that prevent its deletion, the Delete Contact option will be grayed out.
  3. Confirm the deletion in the dialog box or Cancel the deletion.

NOTE  Deletion cannot be undone.

If you do not have the required permissions to delete a contact, or you want to redact a contact's information without deleting the record itself, you can use the Erase (Redact) feature. To learn more, refer to Erasing (redacting) contacts and resources.

If you have two or more contact records that were created in error and should be a single contact record, you can perform a Contact Merge. Doing so will allow you to preserve the associated data from the two contacts in a single contact and delete the duplicate. For more information, refer to Contact Merge.