Follow these steps to delete a Contact from your TPP database.
NOTE
Once a Contact is deleted it cannot be recovered.
TPP will not allow you to delete a Contact that is associated with an Event.
Searching for a Contact to Delete
- Select the Contact > Full Search option from the Navigation Bar.
- Select a category from the Search dropdown.
- The drop down applies to the text box AND to how the results will sort. The ascending/descending selection dropdown specifies the sort direction of the search. For example, if you selected last name, enter any character combination of the last name in the textbox and it will display your results, automatically sorted.
- You can further refine your search list by filtering contact’s Type. Status will filter by active, inactive (will no longer require services in the future), or all contacts.
- Select the Owner drop-down menu to search by a specific salesperson.
- Click the Search button to apply filter criteria.
Once you see the contact you want to view, there are a few ways to go to the Contact View:
- From the Actions dropdown, select View to open their Contact View
- Click the First Name, Last Name, or Business name to open their Contact View
Deleting a Contact
- Search for the Contact to be deleted using the Searching for a Contact instructions above.
- From the results grid there are 2 options:
- Click the Delete link in the grid.
- Open the Contact View and go to the Actions menu drop down in the upper right corner.
- Choose Delete Contact to complete.