Delete an Address or Contact from a Company Record
Overview
The following video explains the process to delete an address or contact from a company record. Step by step instructions are below the video.
Steps
- Open the company record.
- Go to the Address & Contacts tab.
- Click on the Edit button.
- If deleting an address, green select the address.
- If deleting a contact, click on the address the contact is linked to, then green select the contact in the contact grid.
- Click on the Del Item button above the relevant grid.
- Click on the Save Company button to save the changes.