Users can delete a contact from their database and any stored information associated with the contact unless a contact has any transactional activity including donations. Once a contact is deleted it cannot be undone.

Delete From The Contact List

Step 1: Go to contact list

To begin navigate to the contact list by selecting 'People' in the navigation menu and clicking 'Contact List.'

Step 2: Search for contact

Next search their name from the contact list. Once you locate the specific contact click the red trash can icon under Actions column.

Step 3: Delete Contact

You will see a message asking if you are sure you would like to delete the contact. Click 'Confirm' to complete the process.

If there are transactions associated with the contact, you will see a red error message displayed on top of the screen. If that is the case the contact cannot be deleted.

Delete From Within a Contact Record

Navigate to the contact and their record card you wish to delete. In the contact record select the Actions drop down under their name. This will provide a list of actions to take. Click 'Delete Contact' and select 'Confirm' to complete the process.

 

Once a contact is deleted it cannot be undone, if you would like to re-add a deleted contact it would have to be done manually.