Delete Contact

This functionality can be operated from the contacts form in three ways when a contact record is selected in the grid:

•      FileàDelete menu

•      Contacts MenuàFile GroupàDelete button on the Ribbon

•      Pressing the Delete key on the keyboard

The following prompt is displayed:

There are three options:

•      Yes – re-assign all linked information such as tasks to another contact before deletion.

o  Where Yes is chosen, TriSys prompts a Fast Contact Search to identify another contact to whom all links will be re-assigned.

o  Following the re-assignment, the contact record is deleted and the grid refreshed.

•      No – do not re-assign the links to another contact before deletion.

o  The following prompt is displayed:

o  Pressing Yes, will remove the selected contact and No will cancel the deletion.

•      Cancel – cancel the delete operation.