A contact record can only be deleted if it is not linked to any other records such as projects, bills, expenses, or have any attached personnel records. To delete a contact:
- Go to: contacts list and use one of the following methods:
- Single row - Click the contact row to open the record, then click the action button and select 'delete'.
- Multi-row - Select the checkbox(es) on the row left for each item you want to delete. Then click the multiple rows action button and choose 'delete'.
- The list refreshes and the item(s) have been deleted.
Tip: Make the contact inactive if it cannot be deleted, and it will be removed from drop down lists throughout Synergy.