Delete a contact
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- Make sure you're assigned to a permission group that has Contacts enabled.
- Once you delete a contact, it can't be retrieved.
- You can only delete a contact if there are no items in Onvio Centre referencing the contact.
Delete or remove a contact
When you delete a contact, their relationships will be deleted with other contacts and clients.
- In Onvio Centre select Setup, then All Contacts.
- Choose the Contacts to delete.
- Select Delete and select Delete again to confirm.
Delete contact error
If you receive an error while trying to delete a contact, the contact still has items referencing them in Onvio Centre such as
- A document request
- A document approval
- A relationship to a client
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