Is there a way to delete a contact?
Date
Votes
6 comments
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Rob Sherrard - Imageer Yes.
Select the Client where the unwanted Contact is a member. Select Contact from the list box at the top of the main screen. The main screen will display the Contact(s) associated with that Client. Click on the Contact you wish to delete. The box defining that Contact will change from gray to blue. At the bottom of the screen click on the "-" icon. A warning box will pop up asking Are you sure you want to delete this Contact? Click on Delete and the Contact will be removed.
Note that if this Contact had previously been associated with transactions in your database. those transactions may be affected.
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Barrybowles52 How can I delete multiple contacts? I imported a csv file and it did not behave as expected and I now have 1100 contacts I need to get rid of and start over but cannot find any way to select multiple contacts
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Oranged Support @Barrybowles52: Select Search in the leftmost pane in the main window, the select Contacts. From there you can select as many contacts as you’d like and press the Delete key to remove them.
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Barrybowles52 Thank You ! for such a quick response - that did the trick
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Ollie Campey If we accidentally deleted a contact, is there a way to restore it? Yesterday I deleted a duplicate yet the dupe was linked to jobs and so I have lost them too
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Oranged Support @Ollie: Was it a Contact, or an entire Client? Contacts can be associated with projects, but deleting them won't remove any projects. Clients, on the other hand, have a long deletion process where you have to triple confirm and type DELETE before removing it.
If it's a contact, it should be easy to restore because it's just one item. If it's a client you might want to restore a backup database since it's that client, all of their projects, and all invoices, work, etc.
We saw you opened a support ticket related to this so we can continue via there since we'll probably need some more details from you.
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