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deleting contacts

Deleting Contact Information

Occasionally you may find the need to delete a contact record or a blank record. Here are just a few things to keep in mind before deleting a contact.

Are there any invoices involved? You may not want to delete contacts if they have invoices on file. If you need to delete a contact and their invoices, delete the invoices first. Generally when deleting ex customers, you will not want to remove their invoices as they are part of your sales history.

When you are ready to Delete the contact.

Locate the contact record for the individual you wish to delete.

From File menu select Delete Contact.

A prompt will appear asking you to confirm that you do indeed want to delete the contact record for that particular contact. Note-If the record is blank, there will be no name provided. If you wish to cancel at this time, you can select the default, No, and be returned to the contact record. If you do want to continue you will need to click Yes on the confirmation window.

Blank records in your database are nothing more than a nuisance. Many times as new users get used to the system, they inadvertently add blank contact records. When you pull up your program and you notice that you have blank records feel free to delete them.

 

Weekly Accomplishment Sheets

See Also

Contact Management

Adding Contacts

Locating Contacts

Writing Letters/Envelopes

Contact Mail Categories

Contact Window Types

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