You can delete a contact from the Contact Setup window. A contact that is assigned to a contract, location, and/or a service call can be deleted. If you delete a contact that is on a service call, the Contact ID and Phone ID fields are cleared on the call.
To delete a contact:
- Choose Cards > Service Management > Contact Management.
- In the Service Contact Management window, search for the contact.
- Double-click the contact from the search results.
- In the Contact Setup window, select Delete. A check is performed to see if the contact is assigned to a location and/or contract (in this order) and the delete confirmation window will indicate this.
- In the confirmation window, select Delete the contact or Cancel to select the Location or Contract button to see what the contact is assigned to.