Gen 2

Contacts

Gen 3

Contacts

Delete contact information

The Information screen contains contact information, background information, system tags, reminders, and role information about a contact. The fields you see will vary some between individual and organization contacts. You can use these workflows to delete contact information for the following fields:

  • Address
  • Phone
  • Aliases
  • Email
  • DBA
  • Website
  • FEIN/Tax ID
  • Position
  • Contacts in this Organization
  • Company
  • Related To
  • Agency Administrators

Delete contact information from a text box

Use these steps to delete information from the following fields:

  • DBA
  • Website
  • FEIN/Tax ID Number
  • Position
  • Company

To delete information from these fields, open the desired contact and:

  1. Select Edit next to the field you want to delete.
  2. In the box, press Backspace/Delete on your keyboard to remove all the information contained in the box.
  3. Press Enter/Return on your keyboard.

Delete contact information from a dialog box

Use these steps to delete information from the following fields:

  • Address
  • Phone
  • Aliases
  • Email
  • Contacts in this Organization
  • Related To
  • Agency Administrators

To delete information from these fields, open the desired contact and:

  1. Select Edit next to the field you want to delete.
  2. Select the red X next to the information you want to delete.
  3. Select Done. If you select the X, you will return to the Information tab without deleting the information.

Usage considerations

A contact’s name can’t be deleted from the system. If you delete a contact’s name from the Name box, the contact will still appear in the Contact’s List, and your username will populate the Name box.

Once you select an option from the Gender dropdown list, you can’t remove selections from and leave the Gender field blank. For example, if you select Male or Female for a contact and later find the contact prefers to not have that information disclosed, you can change the selection of Male or Female to Undisclosed, but you can’t leave the Gender field blank.