Deleting contacts
Given the required security permissions, users with access to CRM can delete contacts, with the following exceptions:
- The contact is associated with a co-managing user.
- The contact is the organization's Outsourcing contact.
- The contact is associated with a task or ticket.
- The contact is associated with a change advisory board.
- The contact created a ticket note or attachment in Client Portal that has not been deleted.
- The contact created a ticket in Client Portal (even if that ticket has been deleted).
- The contact is the billing contact for the account.
- The contact is associated with a processed payment. Refer to Payment Processing using BNG.
- The contact is the only contact selected as the invoice email recipient.
How to...