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5.01 How do I delete a Contact?

5.01 How do I delete a Contact?

  • Open the Contacts module.
  • Select the Contact Type (i.e., Corporation, Estate, Guardianship, Individual, Other, Partnership, Trust, or All).
  • Enter the name of the contact and click OK.
  • From the File menu, select Delete Contact.
  • A Confirm Delete window is displayed.
  • If Yes is selected and the contact is already used in a closing file, the contact cannot be deleted.
  • If the contact cannot be deleted, you can change the contact to inactive by clicking the Active check box to remove the check mark. The contact will no longer be displayed in the list of active contacts.