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How do I remove the Customer Contact association?
Updated on May 21, 2021 07:09AM by Admin
Apptivo Customers App provides you the option of removing the associated contacts of a particular customer. Follow the below steps to follow.
Steps to Remove the Customer Contact Association
- Log in and access to the Customers App from the Universal Navigation menu.
- Select a Customer by clicking on the More Details icon from the Show All page.
- You will be moved to the selected Customer’s overview page.
- Scroll down till you reach the Contacts section. You can view the associated contacts of that particular customer.
- To remove the contacts which are not required, tap on the Remove icon from the Actions column.
- A warning pop up will appear asking whether you are sure to remove the contact.
- Select Yes and your contact will be removed successfully.
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