Archive or Delete a Contact

Archive a Contact:

  1. Click into the Contact to be archived.
  2. Hit 'Actions' and select 'Archive'.

This will prevent the Contact from coming up in the lookup results and showing under Contacts.

Delete & merge, with another Contact:

  1. Click into the Contact that you want to permanently remove.
  2. Hit 'Actions' and select 'Delete & merge'.
  3. Choose a Contact that you'd like the original to be merged with.

This will replace the original Contact on any Quotes with the new Contact.