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Delete a contact record

Find out how to delete a contact from the CRM module, and learn what to do if you need to keep related data like payments.

Written by Cristiana Ghinea

You can remove contacts from the CRM module by following the steps below:

  1. Click CRM, then click Contacts.

  2. Use the Quick Search field to find the contact.

  3. Click More, then select Delete.

  4. Follow the prompts to confirm deletion.

The specified contact will be removed from the database.

There may be instances where you want to delete the contact but also want to keep any extra information against them, such as payments. In this instance, merging the records with an anonymous contact and removing any superfluous data from the resulting contact is advised instead.

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