Remove a Contact

There may be instances when you need to remove a contact from your organization. First, we recommend that you transfer any Inquiries assigned to them to another contact.

Transition Inquiries

  1. Select More under the contact actions.

    More actions menu with an orange box around Transition Inquiry.

  2. Select Transition Inquiry.

  3. Select the contact you would like to receive the Inquiries.

  4. Select Confirm.

Remove a contact

  1. Select More under the contact actions.

    More actions menu with an orange box around Remove Contact.

  2. Select Remove Contact.

Client360 deactivates the contact, it does not remove the contact's information from the system.