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Deleting a contact from Cloud

How to delete a contact from Cloud

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Written by Ashok P
Updated over 3 months ago

You can delete a contact from Cloud when you no longer need them on Cloud. Deleting a contact is irreversible; you cannot recover it once it is deleted.

You will need the "Create and manage contacts" and "Delete contacts" permissions, or be a member of the group that has them, to delete contacts from Cloud.

Here are some things you need to know before deleting a contact.

  • The contact should not be associated with ongoing or completed service calls. You will need to delete all associated service calls from Cloud.

  • When you delete a contact, its association with one or more accounts is also deleted.

  • If the contact you delete is the primary account for the account, you will need to assign another primary contact for the account.

To delete a contact:

1/ Go to "Accounts > Contacts" in the left navigation menu.

2/ Click the 3-dot menu of the contact and click "Delete."

3/ Complete the delete workflow, and the contact will be deleted from Cloud.

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