How do I remove the Customer Contact association?

Updated on January 6, 2018 01:48am by Admin

Apptivo Customers App provides you the option of removing the associated contacts of a particular customer. Follow the below steps to do so.

Steps to Remove the Customer Contact Association

  1. Log in and access to the Customers App from the Universal Navigation menu bar.
  2. Select a Customer by clicking on “More details” icon from the “Show All” page.
    more details
  3. You will be moved to the selected Customer’s overview page.
  4. Scroll down till you reach the “Contacts” section. You can view the associated contacts of that particular customer.
  5. To remove the contacts which are not required, tap on “Remove” icon from the Actions column.
    remove icon
  6. A Warning pop up will appear asking whether you are sure to remove the contact.
    warning pop up
  7. Select Yes and your contact will be removed successfully.
    contact removed

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