Delete a Contact

 The steps to delete a customer contact are the same as to delete a vendor contact except you start at the Customer Details page.

 

To delete a contact,

1. From the Planner page navigation bar, click the (Rolodex) Vendor command.

The Vendor Rolodex page opens.

2. In the Vendor Name field, type part of the vendor name and click the Search button.

Vendors that match your search are listed.

3. Click the Name link.

The Vendor Details page opens.

4.  Click the option button for the contact to delete and click the Delete Contact button.

You return to the Vendor Details page and the contact is removed.

 

 

Related Topics:

Assign a Vendor

Update Vendor Information

Add Vendor Contact Information

View Vendor Information

Create a Vendor

 

 

Updated December 16, 2004