You will be able to delete a customer contact through the customer profile. In the View Customer pop-up window, navigate to the "Contacts" tab. From this tab, click on the Individual Actions button, and from the drop-down, select the "Delete" action:
The Confirm Delete pop-up window will appear; where you can confirm the deletion of the contact:
For more information on how to access the View Customer pop-up window, please see the View Customer page.
You will be able to disable a customer contact through the customer profile. In the View Customer pop-up window, navigate to the "Contacts" tab. From this tab, click on the Individual Actions button, and from the drop-down, select the "Disable" action:
The Disable Contact pop-up window will appear, prompting you to select a new customer contact for future work orders, recurring services, and other related activities. This pop-up will be displayed regardless of whether the disabled contact is the primary contact or is associated with work orders, recurring services, or similar tasks:
When disabling a contact on the customer profile, the following changes will take place:
When disabling a contact, you will be prompted to select a new contact for future work orders or recurrent service work orders. However, the disabled contact for any past work orders or recurrent service work orders associated will remain unchanged.
When creating new work orders, quotes, or similar records, only enabled contacts will appear in the contact list.
Disabled contacts will no longer have access to the customer portal.
Any automated MobiRule actions (e.g., texts or emails) for the disabled contact will cease.
Important: If the disabled contact is set as the billing contact, you will need to update the billing contact manually.
For more information on how to access the View Customer pop-up window, please see the View Customer page.