Deleting a contact
Updated over a week ago

A contact record can only be deleted if it is not linked to any other records such as projects, bills, expenses, or have any attached personnel records. To delete a contact:

  1. Go to: contacts list and use one of the following methods: Single row - Click the contact row to open the record, then click the action button and select 'delete'. Multi-row - Select the checkbox(es) on the row left for each item you want to delete. Then click the multiple rows action button and choose 'delete'.

  2. The list refreshes and the item(s) have been deleted.

Tip: Make the contact inactive if it cannot be deleted, and it will be removed from drop down lists throughout Synergy.

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