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Deleting a contact role
Updated over a week ago

Roles can only be deleted if they are not attached to any contact records. Delete a role by:

  1. Go to: Settings > Contact lists > Roles and use one of the following methods. Single row - Click the row action button and select 'delete'. Multi row - Select the check box(es) on the left of the row for each item you want to delete, then click the multiple rows action button and choose 'delete'.

  2. Click the 'delete' button on the confirmation pop-up message.

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

Tip: If the Role is already in use then it cannot be deleted. Instead change the role to inactive to stop it from appearing in drop down lists or being used in the future.

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