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.

Related Links

Customer information of a Contact