You can delete contacts only if the contacts do not have quotes, invoices or recurring invoice plans associated with them. If the contact is a company, you also cannot delete the company if there are no people associated with it.
To delete a contact:
Click the Contacts tab to open the Contacts List.
Move the pointer to the left of the contact you want to delete. You’ll see this:
Click the Trashcan.
Click Undo if you didn’t mean to delete the contact.
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Note: When you delete a contact who is associated with an existing company, WorkingPoint automatically updates the company record. |
