Delete a Contact

🗑️ Deleting a Contact in Acquaint CRM

Step-by-Step Instructions

1. Locate the Contact Use the Contact List to find the record you wish to remove. (or find option)

2. Initiate Deletion

   • Go to the File menu

   • Select Delete

3. Confirm Deletion

   • A prompt will appear: "Are you sure you want to delete these details?"

   • Click No to cancel and return to the Contact screen

   • Click Yes to proceed

4. Final Confirmation

   • A second prompt will ask for final confirmation

   • Clicking Yes will permanently delete the Contact

⚠️ Deletion Restrictions

If a message appears stating the Contact cannot be deleted, it means the record is linked to other data.

Common examples include:

• The Contact is listed as the owner of a Property (e.g. Vendor or Landlord)

• There are associated Letters, Emails, Appointments, or Tasks

To proceed with deletion:

• Review and remove any linked records

• Delete associated Properties if applicable

• Then attempt to delete the Contact again

✅ Recommended Best Practice

Instead of deleting, consider updating the Contact’s Status to:

This approach is preferred because:

• It preserves historical data for reporting and compliance

• It supports the Postcode Lookup feature, which improves over time