Deleting Contacts

You can delete a contact to remove it from your contact list. It will be stored in the IXACT Contact Recycle Bin just in case you need to restore the contact at a later date.

If you are a member of a team, the Team Leader must grant you permission to delete contacts.

If a contact is deleted:

·       Any associated Active Business is deleted

·       The contact’s contact-specific Keep In Touch events are deleted

·       The contact’s marketing activity plans are unassigned and any outstanding tasks are deleted

·       The contact is removed from all global Keep In Touch events

If the contact is restored from the recycle bin:

·       Associated Active Business is restored

·       Contact-specific Keep In Touch events are restored, but in deactivated status

·       The contact must be reassigned to global Keep In Touch events

If you want to permanently delete the contact, it can be deleted from the recycle bin.

A contact's properties, Active Business and contact-specific Keep In Touch events may also be deleted (and restored from the recycle bin) independently. For more information, see Using the Recycle Bin.

Tip: To delete multiple contacts at the same time, use List View.