How_do_I_delete_a_related_record_from_the_master_contact_list_

How do I delete a related record from the master contact list?

Here's how to delete a contact from the Related Contacts List that shouldn't be there. These steps will remove the record from the Related Contacts List, but they will not remove the record permanently from the database.

 

Deleting a master contact record

1. Open Caselle Connect System Management > Master Records > Setup/Modify Contacts.

2. If you know the contact's name, type it into the Contact field on the Lookup bar.

You can also Search (F9) this field.

3. Click the Related Contacts tab.

4. Select a contact record from the Related Contacts List. The selected record is highlighted.

5. Click Remove the Selected Contact. It's located on the Related Contacts toolbar in the middle of the screen.

The contact has been removed from the Related Contacts List.

 

 

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