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 entry 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 entries are 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.