How To: Delete Contact
Table Of Contents
You can delete a contact from a customer record if it has been created in error and has not yet been used elsewhere in Khaos Control.
Once a contact has been used by the system, it cannot be deleted. If a contact is no longer employed by the company or should no longer appear on the customer record, you should mark the contact as inactive instead.
For more information, see How To: Mark Contact Active or Inactive.
Before You Start
Important: Only delete contacts that have been entered incorrectly. Deleting contact records can affect historical information and system records.
If a contact no longer works for the customer, it is usually better to mark them as inactive rather than deleting them.
Delete a Contact
- Open a Customer screen using (show me how).
- Find and load the required customer record.
- Enter edit mode by pressing Alt + E or clicking Edit.
- Open the [ Customer | Detail | Address ] tab.
- In the customer address list in the top-right section of the screen, select the address associated with the contact you want to remove.
- In the contacts list in the lower-right section of the screen, select the contact you want to delete.
- Click the Delete Contact button on the contact toolbar.
- Click Yes when prompted to confirm the deletion.
- Save your changes by pressing Ctrl + S or clicking Save.
Additional Information
- Contacts that have been used by Khaos Control cannot be deleted.
- Deleting a contact removes it from the selected customer address record.
- If the contact should remain part of your historical records, mark it as inactive instead of deleting it.
Best Practice
Avoid overwriting an existing contact's details unless you are correcting a genuine mistake, such as a spelling error. Replacing one person's details with another can affect historical records and make it difficult to track previous communications accurately.
Before adding, editing or deleting contacts and addresses, review the guidance available in the Customer Address article to understand the impact on existing records and transactions.