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Delete a Contact

  1. Find the desired Contact

  2. Then from the File menu select Delete.

  3. A message prompt will appear asking 'Are you sure you want to delete these details?' clicking No will return you to the Contact screen and clicking Yes will display a final prompt asking if you want to delete the details, clicking Yes will delete the record permanently.

If the following message appears, the record cannot be deleted as relationships with other data exists e.g. a Vendor Contact will cannot be deleted until their Property is deleted first.

 

 

Check what records are held against the Contact such as Letters, Emails or they are assigned as the owner of a Property. Delete/remove these links then attempt to Delete the Contact again.

 

It is recommended giving a Contact an "Archived" or "Deleted" Status instead of actually deleting them. Storing Contacts benefits the internal Postcode Lookup function. Also, the amount of disk space required for a Contact is insignificant compared to disk sizes currently available.

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