Remove a contact
There might be instances when you need to remove a contact from your organization. First, we recommend that you transfer any inquiries assigned to them to another contact.
Transition Inquiries
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Select Actions on the right of the contact card.
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Select Transition Inquiry.
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Select the contact you would like to receive the inquiries.
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Select Confirm.
Remove a contact
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Select Actions.
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Select Remove Contact.
Client360 deactivates the contact. It does not remove the contact's information from the system.