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Deleting a Contact

A contact can be deleted from the Portfolio and Organization work areas. You can only, however, deactivate a contact from the Workspaces work area. For more information, see "Deactivating a Contact".

To delete a contact, your security role in the appropriate work area must have permission to delete contacts. For more information on security permissions, see "About Security Permissions".

The guidelines for deleting contacts differ for each work area:

ClosedFrom the Organizationwork area

Deleting a contact from the Organization work area removes it permanently from Proliance.

Proliance will not allow you to delete a contact from the Organization work area if it currently exists in any other work area. If you attempt to delete a contact in this situation, Proliance will notify you with a list of work areas in which the contact currently exists. Before you can delete the contact in the Organization work area, you must delete it from each of these workspaces and portfolios.

You can delete a contact from any of three places:

ClosedTo delete a contact

  1. Open the Contacts tab of the appropriate company.

    2. — or —

    Open the Contacts register from the Portfolios or Organization work area.

  2. Select the check box next to the contacts you wish to delete and click Delete.

    3. — or —

    Select the contact document you wish to delete and click Delete The delete button..

  3. Click Yes when Proliance prompts you to confirm.

The contact is deleted.

Tip:

  • Instead of deleting a contact, you may wish to simply deactivate the contact document. This changes the state of the contact to Inactive, which allows you to reactivate that contact later or to permanently delete the contact if you choose. For more information, see "Contact Workflow Actions".

Note: